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Wealth Preservation Advisors’s Roivant Sciences ROIV Stock Holding History

Wealth Preservation 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 		– Sell
-369
Closed -$10.2K – 767
2026
Q1 		$10.2K Buy
+369
New +$9.48K 0.01% 414

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

Wealth Preservation Advisors's ROIV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Roivant Sciences (ROIV) in Q2 2026, closing a stake of 369 shares — an estimated $10.2K sold.

Wealth Preservation Advisors first reported a position in ROIV in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Roivant Sciences position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 369 Roivant Sciences shares in Q2 2026, an estimated $10.2K.
  • Wealth Preservation Advisors first reported a position in Roivant Sciences in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Roivant Sciences position peaked at $10.2K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.