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LRI Investments’s Roivant Sciences ROIV Stock Holding History

LRI Investments’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 		$4.18K Sell
118
-64
-35% -$1.89K ﹤0.01% 1174
2026
Q1 		$5.04K Buy
+182
New +$4.67K ﹤0.01% 1097

Other funds holding ROIV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's ROIV Position: Q2 2026 in Review

LRI Investments reduced its Roivant Sciences (ROIV) stake by 35% in Q2 2026, selling an estimated $1.89K and leaving 118 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

LRI Investments first reported a position in ROIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.04K in Q1 2026. 143 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • LRI Investments held 118 shares of Roivant Sciences worth $4.18K as of Q2 2026.
  • LRI Investments sold 64 Roivant Sciences shares in Q2 2026, an estimated $1.89K.
  • Roivant Sciences made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1174 holding.
  • LRI Investments first reported a position in Roivant Sciences in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Roivant Sciences position peaked at $5.04K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.