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 Q3	$1.21M	Hold	32,970	–	–	0.66%	26
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

TSC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ledgewood Wealth Advisors's ROIV Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Roivant Sciences (ROIV) position steady in Q3 2026 at 32,970 shares worth $1.21M. The position accounts for 0.66% of the portfolio, ranked #26.

Ledgewood Wealth Advisors first reported a position in ROIV in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

Ledgewood Wealth Advisors held 32,970 shares of Roivant Sciences worth $1.21M as of Q3 2026.
Ledgewood Wealth Advisors left its Roivant Sciences share count unchanged in Q3 2026.
Roivant Sciences made up 0.66% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #26 holding.
Ledgewood Wealth Advisors first reported a position in Roivant Sciences in Q4 2023 and has held it in 12 quarters since.
20 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.