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Principia Wealth Advisory’s Roivant Sciences ROIV Stock Holding History

Principia Wealth Advisory’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 		$920 Buy
26
+4
+18% +$118 ﹤0.01% 782
2026
Q1 		$609 Buy
22
+5
+29% +$128 ﹤0.01% 820
2025
Q4 		$369 Buy
17
+11
+183% +$217 ﹤0.01% 864
2025
Q3 		$91 Hold
6
– – ﹤0.01% 940
2025
Q2 		$68 Buy
6
+2
+50% +$22 ﹤0.01% 926
2025
Q1 		$40 Sell
4
-29
-88% -$314 ﹤0.01% 845
2024
Q4 		$390 Buy
+33
New +$390 ﹤0.01% 616

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

Principia Wealth Advisory's ROIV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Roivant Sciences (ROIV) stake by 18% in Q2 2026, buying an estimated $118 and bringing the position to 26 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Principia Wealth Advisory first reported a position in ROIV in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Principia Wealth Advisory held 26 shares of Roivant Sciences worth $920 as of Q2 2026.
  • Principia Wealth Advisory bought 4 Roivant Sciences shares in Q2 2026, an estimated $118.
  • Roivant Sciences made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #782 holding.
  • Principia Wealth Advisory first reported a position in Roivant Sciences in Q4 2024 and has held it in 7 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.