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Private Wealth Management Group’s Roivant Sciences ROIV Stock Holding History

Private Wealth Management Group’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 		$15.1K Hold
426
– – ﹤0.01% 464
2026
Q1 		$11.8K Hold
426
– – ﹤0.01% 479
2025
Q4 		$9.24K Hold
426
– – ﹤0.01% 532
2025
Q3 		$6.45K Hold
426
– – ﹤0.01% 692
2025
Q2 		$4.8K Sell
426
-11
-3% -$119 ﹤0.01% 769
2025
Q1 		$4.41K Buy
+437
New +$4.73K ﹤0.01% 781

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

Private Wealth Management Group's ROIV Position: Q2 2026 in Review

Private Wealth Management Group held its Roivant Sciences (ROIV) position steady in Q2 2026 at 426 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Private Wealth Management Group first reported a position in ROIV in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Private Wealth Management Group held 426 shares of Roivant Sciences worth $15.1K as of Q2 2026.
  • Private Wealth Management Group left its Roivant Sciences share count unchanged in Q2 2026.
  • Roivant Sciences made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #464 holding.
  • Private Wealth Management Group first reported a position in Roivant Sciences in Q1 2025 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.