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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's ROIV Position: Q2 2026 in Review

Root Financial Partners sold out of Roivant Sciences (ROIV) in Q2 2026, closing a stake of 2,914 shares — an estimated $80.7K sold.

Root Financial Partners first reported a position in ROIV in Q3 2025 and held it in 3 quarters. The position peaked at $80.7K in Q1 2026. 124 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Root Financial Partners reported no remaining Roivant Sciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,914 Roivant Sciences shares in Q2 2026, an estimated $80.7K.
  • Root Financial Partners first reported a position in Roivant Sciences in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Roivant Sciences position peaked at $80.7K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.