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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
Q2 		$283K Sell
7,987
-10,897
-58% -$322K 0.01% 996
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ROIV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Roivant Sciences (ROIV) stake by 58% in Q2 2026, selling an estimated $322K and leaving 7,987 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #996.

Mount Yale Investment Advisors first reported a position in ROIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $523K in Q1 2026. 500 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Mount Yale Investment Advisors held 7,987 shares of Roivant Sciences worth $283K as of Q2 2026.
  • Mount Yale Investment Advisors sold 10,897 Roivant Sciences shares in Q2 2026, an estimated $322K.
  • Roivant Sciences made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #996 holding.
  • Mount Yale Investment Advisors first reported a position in Roivant Sciences in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Roivant Sciences position peaked at $523K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.