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Forum Financial Management’s Roivant Sciences ROIV Stock Holding History

Forum Financial Management’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,642
Closed -$622K – 852
2025
Q4 		$622K Sell
28,642
-1
-0% -$20 0.01% 387
2025
Q3 		$433K Buy
28,643
+5,215
+22% +$64.6K 0.01% 525
2025
Q2 		$264K Buy
+23,428
New +$254K ﹤0.01% 739

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's ROIV Position: Q1 2026 in Review

Forum Financial Management sold out of Roivant Sciences (ROIV) in Q1 2026, closing a stake of 28,642 shares — an estimated $622K sold.

Forum Financial Management first reported a position in ROIV in Q2 2025 and held it in 3 quarters. The position peaked at $622K in Q4 2025. 444 funds tracked by Wall St. Rank hold ROIV as of Q1 2026.

  • Forum Financial Management reported no remaining Roivant Sciences position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 28,642 Roivant Sciences shares in Q1 2026, an estimated $622K.
  • Forum Financial Management first reported a position in Roivant Sciences in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Roivant Sciences position peaked at $622K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.