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Gladstone Institutional Advisory’s Roivant Sciences ROIV Stock Holding History

Gladstone Institutional Advisory’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
2025
Q3 		– Sell
-26,795
Closed -$302K – 814
2025
Q2 		$302K Buy
+26,795
New +$290K 0.01% 609
2025
Q1 		– Sell
-26,374
Closed -$312K – 751
2024
Q4 		$312K Sell
26,374
-1,310
-5% -$15.5K 0.01% 570
2024
Q3 		$319K Buy
+27,684
New +$315K 0.02% 562

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

Gladstone Institutional Advisory's ROIV Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Roivant Sciences (ROIV) in Q3 2025, closing a stake of 26,795 shares — an estimated $302K sold.

Gladstone Institutional Advisory first reported a position in ROIV in Q3 2024 and held it in 3 quarters. The position peaked at $319K in Q3 2024. 337 funds tracked by Wall St. Rank hold ROIV as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Roivant Sciences position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 26,795 Roivant Sciences shares in Q3 2025, an estimated $302K.
  • Gladstone Institutional Advisory first reported a position in Roivant Sciences in Q3 2024 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Roivant Sciences position peaked at $319K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.