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Mount Yale Investment Advisors’s Roivant Sciences ROIV Stock Holding History

Mount Yale Investment 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
Q1 		$523K Buy
+18,884
New +$485K 0.01% 704
2025
Q4 		– Sell
-29,659
Closed -$449K – 785
2025
Q3 		$449K Buy
+29,659
New +$367K 0.03% 440

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 $6.73T AUM 46.02% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $3.37T AUM 44.26% 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 $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's ROIV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Roivant Sciences (ROIV) in Q1 2026: 18,884 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ROIV as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in ROIV in Q3 2025 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ROIV as of Q1 2026.

  • Mount Yale Investment Advisors held 18,884 shares of Roivant Sciences worth $523K as of Q1 2026.
  • Roivant Sciences was a new Mount Yale Investment Advisors position in Q1 2026.
  • Roivant Sciences made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #704 holding.
  • Mount Yale Investment Advisors first reported a position in Roivant Sciences in Q3 2025 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.