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Peak Financial Advisors’s Roivant Sciences ROIV Stock Holding History

Peak Financial 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 		– Sell
-105,893
Closed -$2.93M – 84
2026
Q1 		$2.93M Buy
+105,893
New +$2.72M 1.3% 23
2025
Q3 		– Sell
-41,880
Closed -$472K – 102
2025
Q2 		$472K Buy
+41,880
New +$454K 0.24% 74

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

Peak Financial Advisors's ROIV Position: Q2 2026 in Review

Peak Financial Advisors sold out of Roivant Sciences (ROIV) in Q2 2026, closing a stake of 105,893 shares — an estimated $2.93M sold.

Peak Financial Advisors first reported a position in ROIV in Q2 2025 and held it in 2 quarters. The position peaked at $2.93M in Q1 2026. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Peak Financial Advisors reported no remaining Roivant Sciences position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 105,893 Roivant Sciences shares in Q2 2026, an estimated $2.93M.
  • Peak Financial Advisors first reported a position in Roivant Sciences in Q2 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Roivant Sciences position peaked at $2.93M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.