Planning Strategies Inc.’s Roivant Sciences ROIV Stock Holding History

Planning Strategies Inc.’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	$602	Buy	+17	New	+$502	﹤0.01%	826

Other funds holding ROIV

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

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s ROIV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Roivant Sciences (ROIV) in Q2 2026: 17 shares worth $602. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

124 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

Planning Strategies Inc. held 17 shares of Roivant Sciences worth $602 as of Q2 2026.
Roivant Sciences was a new Planning Strategies Inc. position in Q2 2026.
Roivant Sciences made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #826 holding.
124 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.