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Venturi Wealth Management’s Roivant Sciences ROIV Stock Holding History

Venturi Wealth Management’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
2025
Q3 		– Sell
-12,067
Closed -$136K – 596
2025
Q2 		$136K Hold
12,067
– – 0.01% 530
2025
Q1 		$122K Hold
12,067
– – 0.01% 552
2024
Q4 		$143K Buy
+12,067
New +$143K 0.01% 642
2024
Q2 		– Sell
-99
Closed -$1.04K – 1534
2024
Q1 		$1.04K Buy
+99
New +$1.07K ﹤0.01% 1351

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

Venturi Wealth Management's ROIV Position: Q3 2025 in Review

Venturi Wealth Management sold out of Roivant Sciences (ROIV) in Q3 2025, closing a stake of 12,067 shares — an estimated $136K sold.

Venturi Wealth Management first reported a position in ROIV in Q1 2024 and held it in 4 quarters. The position peaked at $143K in Q4 2024. 337 funds tracked by Wall St. Rank hold ROIV as of Q3 2025.

  • Venturi Wealth Management reported no remaining Roivant Sciences position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 12,067 Roivant Sciences shares in Q3 2025, an estimated $136K.
  • Venturi Wealth Management first reported a position in Roivant Sciences in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Roivant Sciences position peaked at $143K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.