Jones Financial Companies
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Jones Financial Companies’s Roivant Sciences ROIV Stock Holding History

Jones Financial Companies’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 		$341K Buy
12,850
+10,759
+515% +$276K ﹤0.01% 2210
2025
Q4 		$45.4K Buy
2,091
+435
+26% +$8.58K ﹤0.01% 2571
2025
Q3 		$25.1K Buy
1,656
+1,148
+226% +$14.2K ﹤0.01% 2678
2025
Q2 		$5.79K Buy
508
+145
+40% +$1.57K ﹤0.01% 3089
2025
Q1 		$3.77K Buy
363
+163
+82% +$1.76K ﹤0.01% 3046
2024
Q4 		$2.37K Hold
200
– – ﹤0.01% 2954
2024
Q3 		$2.3K Hold
200
– – ﹤0.01% 2649
2024
Q2 		$2.11K Buy
+200
New +$2.19K ﹤0.01% 2146

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
QF
QVT Financial New York $1.27B AUM 148.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return