Wedmont Private Capital’s Roivant Sciences ROIV Stock Holding History

Wedmont Private Capital’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	$600K	Buy	17,539 +1,952	+13%	+$70.8K	0.01%	540
2026 Q2	$561K	Sell	15,587 -230	-1%	-$6.8K	0.02%	517
2026 Q1	$446K	Buy	15,817 +355	+2%	+$9.12K	0.01%	535
2025 Q4	$340K	Buy	15,462 +2,247	+17%	+$44.3K	0.01%	609
2025 Q3	$213K	Buy	13,215 +2,136	+19%	+$26.4K	0.01%	742
2025 Q2	$124K	Buy	+11,079	New	+$120K	0.01%	729
2025 Q1	–	Sell	-11,295	Closed	-$120K	–	757
2024 Q4	$120K	Buy	+11,295	New	+$134K	0.01%	690

Other funds holding ROIV

TSC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedmont Private Capital's ROIV Position: Q3 2026 in Review

Wedmont Private Capital increased its Roivant Sciences (ROIV) stake by 13% in Q3 2026, buying an estimated $70.8K and bringing the position to 17,539 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #540.

Wedmont Private Capital first reported a position in ROIV in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

Wedmont Private Capital held 17,539 shares of Roivant Sciences worth $600K as of Q3 2026.
Wedmont Private Capital bought 1,952 Roivant Sciences shares in Q3 2026, an estimated $70.8K.
Roivant Sciences made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #540 holding.
Wedmont Private Capital first reported a position in Roivant Sciences in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.