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James T. Borello RIA’s Roivant Sciences ROIV Stock Holding History

James T. Borello RIA’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 		$695 Hold
19
– – ﹤0.01% 1020
2026
Q2 		$672 Buy
19
+12
+171% +$355 ﹤0.01% 1041
2026
Q1 		$194 Hold
7
– – ﹤0.01% 1118
2025
Q4 		$152 Buy
+7
New +$138 ﹤0.01% 1050

Other funds holding ROIV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's ROIV Position: Q3 2026 in Review

James T. Borello RIA held its Roivant Sciences (ROIV) position steady in Q3 2026 at 19 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

James T. Borello RIA first reported a position in ROIV in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • James T. Borello RIA held 19 shares of Roivant Sciences worth $695 as of Q3 2026.
  • James T. Borello RIA left its Roivant Sciences share count unchanged in Q3 2026.
  • Roivant Sciences made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1020 holding.
  • James T. Borello RIA first reported a position in Roivant Sciences in Q4 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.