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Integrated Wealth Concepts’s Roivant Sciences ROIV Stock Holding History

Integrated Wealth Concepts’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 		$267K Sell
7,531
-311
-4% -$9.19K ﹤0.01% 2159
2026
Q1 		$217K Buy
+7,842
New +$201K ﹤0.01% 2064
2025
Q1 		– Sell
-288,101
Closed -$3.41M – 1821
2024
Q4 		$3.41M Buy
288,101
+41,564
+17% +$491K 0.04% 392
2024
Q3 		$2.85M Buy
246,537
+9,164
+4% +$104K 0.03% 444
2024
Q2 		$2.51M Buy
237,373
+48,689
+26% +$534K 0.03% 442
2024
Q1 		$1.99M Buy
+188,684
New +$2.03M 0.03% 519

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

Integrated Wealth Concepts's ROIV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Roivant Sciences (ROIV) stake by 4% in Q2 2026, selling an estimated $9.19K and leaving 7,531 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Integrated Wealth Concepts first reported a position in ROIV in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.41M in Q4 2024. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Integrated Wealth Concepts held 7,531 shares of Roivant Sciences worth $267K as of Q2 2026.
  • Integrated Wealth Concepts sold 311 Roivant Sciences shares in Q2 2026, an estimated $9.19K.
  • Roivant Sciences made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2159 holding.
  • Integrated Wealth Concepts first reported a position in Roivant Sciences in Q1 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Roivant Sciences position peaked at $3.41M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.