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Guardian Wealth Advisors (North Carolina)’s Roivant Sciences ROIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-7,950
Closed -$220K – 544
2026
Q1 		$220K Sell
7,950
-1,747
-18% -$44.9K 0.01% 334
2025
Q4 		$210K Buy
+9,697
New +$191K 0.01% 353
2025
Q3 		– Sell
-10,047
Closed -$113K – 500
2025
Q2 		$113K Buy
+10,047
New +$109K 0.01% 359
2025
Q1 		– Sell
-12,923
Closed -$153K – 543
2024
Q4 		$153K Buy
+12,923
New +$153K 0.01% 323

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ROIV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Roivant Sciences (ROIV) in Q2 2026, closing a stake of 7,950 shares — an estimated $220K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ROIV in Q4 2024 and held it in 4 quarters. The position peaked at $220K in Q1 2026. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Roivant Sciences position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 7,950 Roivant Sciences shares in Q2 2026, an estimated $220K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Roivant Sciences in Q4 2024 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Roivant Sciences position peaked at $220K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.