Root Financial Partners
ROIV icon

Root Financial Partners’s Roivant Sciences ROIV Stock Holding History

Root Financial Partners’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
Q3 		$120K Buy
+3,278
New +$119K ﹤0.01% 651
2026
Q2 		– Sell
-2,914
Closed -$80.7K – 2585
2026
Q1 		$80.7K Buy
2,914
+1,902
+188% +$48.9K ﹤0.01% 658
2025
Q4 		$22K Buy
1,012
+480
+90% +$9.47K ﹤0.01% 1143
2025
Q3 		$8.05K Buy
+532
New +$6.59K ﹤0.01% 1540

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's ROIV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Roivant Sciences (ROIV) in Q3 2026: 3,278 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ROIV as recently as Q1 2026.

Root Financial Partners first reported a position in ROIV in Q3 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • Root Financial Partners held 3,278 shares of Roivant Sciences worth $120K as of Q3 2026.
  • Roivant Sciences was a new Root Financial Partners position in Q3 2026.
  • Roivant Sciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #651 holding.
  • Root Financial Partners first reported a position in Roivant Sciences in Q3 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.