Rothwell Investment Advisors, LLC’s Roku ROKU Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43.6K	Buy	+286	New	+$43K	0.02%	456

Other funds holding ROKU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ROKU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Roku (ROKU) in Q3 2026: 286 shares worth $43.6K. The stake represents 0.02% of the portfolio and ranks #456 among its holdings.

342 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Rothwell Investment Advisors, LLC held 286 shares of Roku worth $43.6K as of Q3 2026.
Roku was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Roku made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #456 holding.
342 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.