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Ledgewood Wealth Advisors’s Roivant Sciences ROIV Stock Holding History

Ledgewood 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 		$1.17M Hold
32,970
– – 0.62% 27
2026
Q1 		$913K Hold
32,970
– – 0.51% 30
2025
Q4 		$715K Hold
32,970
– – 0.41% 34
2025
Q3 		$499K Hold
32,970
– – 0.3% 45
2025
Q2 		$372K Hold
32,970
– – 0.23% 52
2025
Q1 		$333K Hold
32,970
– – 0.21% 53
2024
Q4 		$390K Hold
32,970
– – 0.25% 50
2024
Q3 		$380K Hold
32,970
– – 0.26% 51
2024
Q2 		$348K Hold
32,970
– – 0.3% 41
2024
Q1 		$348K Hold
32,970
– – 0.32% 45
2023
Q4 		$370K Buy
+32,970
New +$321K 0.34% 42

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

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

Ledgewood Wealth Advisors held its Roivant Sciences (ROIV) position steady in Q2 2026 at 32,970 shares worth $1.17M. The position accounts for 0.62% of the portfolio, ranked #27.

Ledgewood Wealth Advisors first reported a position in ROIV in Q4 2023 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Ledgewood Wealth Advisors held 32,970 shares of Roivant Sciences worth $1.17M as of Q2 2026.
  • Ledgewood Wealth Advisors left its Roivant Sciences share count unchanged in Q2 2026.
  • Roivant Sciences made up 0.62% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Ledgewood Wealth Advisors first reported a position in Roivant Sciences in Q4 2023 and has held it in 11 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.