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Kingswood Wealth Advisors’s Roivant Sciences ROIV Stock Holding History

Kingswood Wealth Advisors’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 		$205K Sell
5,792
-4,859
-46% -$144K 0.01% 939
2026
Q1 		$295K Sell
10,651
-1,555
-13% -$39.9K 0.01% 720
2025
Q4 		$265K Buy
+12,206
New +$241K 0.01% 726

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

Kingswood Wealth Advisors's ROIV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Roivant Sciences (ROIV) stake by 46% in Q2 2026, selling an estimated $144K and leaving 5,792 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #939.

Kingswood Wealth Advisors first reported a position in ROIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q1 2026. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Kingswood Wealth Advisors held 5,792 shares of Roivant Sciences worth $205K as of Q2 2026.
  • Kingswood Wealth Advisors sold 4,859 Roivant Sciences shares in Q2 2026, an estimated $144K.
  • Roivant Sciences made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #939 holding.
  • Kingswood Wealth Advisors first reported a position in Roivant Sciences in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Roivant Sciences position peaked at $295K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.