PWPS
ROIV icon

Pinnacle Wealth Planning Services’s Roivant Sciences ROIV Stock Holding History

Pinnacle Wealth Planning Services’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 		$242K Buy
6,826
+1,735
+34% +$51.3K 0.02% 455
2026
Q1 		$141K Buy
5,091
+5,037
+9,328% +$129K 0.01% 621
2025
Q4 		$1.17K Buy
+54
New +$1.06K ﹤0.01% 2566

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

Pinnacle Wealth Planning Services's ROIV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Roivant Sciences (ROIV) stake by 34% in Q2 2026, buying an estimated $51.3K and bringing the position to 6,826 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #455.

Pinnacle Wealth Planning Services first reported a position in ROIV in Q4 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,826 shares of Roivant Sciences worth $242K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,735 Roivant Sciences shares in Q2 2026, an estimated $51.3K.
  • Roivant Sciences made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #455 holding.
  • Pinnacle Wealth Planning Services first reported a position in Roivant Sciences in Q4 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.