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HB Wealth Management’s Roivant Sciences ROIV Stock Holding History

HB Wealth 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
Q2 		$391K Buy
11,062
+537
+5% +$15.9K ﹤0.01% 1235
2026
Q1 		$292K Buy
+10,525
New +$270K ﹤0.01% 1251

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

HB Wealth Management's ROIV Position: Q2 2026 in Review

HB Wealth Management increased its Roivant Sciences (ROIV) stake by 5.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,062 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

HB Wealth Management first reported a position in ROIV in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • HB Wealth Management held 11,062 shares of Roivant Sciences worth $391K as of Q2 2026.
  • HB Wealth Management bought 537 Roivant Sciences shares in Q2 2026, an estimated $15.9K.
  • Roivant Sciences made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1235 holding.
  • HB Wealth Management first reported a position in Roivant Sciences in Q1 2026 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.