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Summit Trail Advisors’s Roivant Sciences ROIV Stock Holding History

Summit Trail Advisors’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 		$598K Buy
16,910
+839
+5% +$24.8K 0.01% 1167
2026
Q1 		$445K Sell
16,071
-5,369
-25% -$138K 0.01% 1197
2025
Q4 		$465K Buy
21,440
+3,360
+19% +$66.3K 0.01% 1100
2025
Q3 		$274K Buy
18,080
+6,018
+50% +$74.5K ﹤0.01% 1227
2025
Q2 		$136K Buy
+12,062
New +$131K ﹤0.01% 1079

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

Summit Trail Advisors's ROIV Position: Q2 2026 in Review

Summit Trail Advisors increased its Roivant Sciences (ROIV) stake by 5.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 16,910 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1167.

Summit Trail Advisors first reported a position in ROIV in Q2 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Summit Trail Advisors held 16,910 shares of Roivant Sciences worth $598K as of Q2 2026.
  • Summit Trail Advisors bought 839 Roivant Sciences shares in Q2 2026, an estimated $24.8K.
  • Roivant Sciences made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1167 holding.
  • Summit Trail Advisors first reported a position in Roivant Sciences in Q2 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.