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Advisornet Financial’s Roku ROKU Stock Holding History

Advisornet Financial’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
Q1 		$8.52K Sell
90
-37
-29% -$3.6K ﹤0.01% 1588
2025
Q4 		$13.8K Buy
127
+38
+43% +$3.86K ﹤0.01% 1447
2025
Q3 		$8.91K Hold
89
– – ﹤0.01% 1556
2025
Q2 		$7.82K Sell
89
-7
-7% -$489 ﹤0.01% 1555
2025
Q1 		$6.76K Sell
96
-10
-9% -$800 ﹤0.01% 1530
2024
Q4 		$7.88K Sell
106
-18
-15% -$1.36K ﹤0.01% 1377
2024
Q3 		$9.26K Buy
124
+114
+1,140% +$7.3K ﹤0.01% 1438
2024
Q2 		$599 Hold
10
– – ﹤0.01% 1918
2024
Q1 		$652 Sell
10
-5
-33% -$389 ﹤0.01% 1852
2023
Q4 		$1.38K Buy
15
+5
+50% +$418 ﹤0.01% 1809
2023
Q3 		$706 Sell
10
-25
-71% -$1.94K ﹤0.01% 1892
2023
Q2 		$2.24K Sell
35
-40
-53% -$2.43K ﹤0.01% 1687
2023
Q1 		$4.94K Buy
75
+3
+4% +$176 ﹤0.01% 1488
2022
Q4 		$2.93K Buy
72
+25
+53% +$1.31K ﹤0.01% 1586
2022
Q3 		$3K Sell
47
-2
-4% -$152 ﹤0.01% 1630
2022
Q2 		$4K Sell
49
-338
-87% -$32.7K ﹤0.01% 1571
2022
Q1 		$48K Sell
387
-73
-16% -$10.7K ﹤0.01% 983
2021
Q4 		$105K Sell
460
-343
-43% -$92.5K 0.01% 791
2021
Q3 		$252K Buy
803
+171
+27% +$64.4K 0.02% 510
2021
Q2 		$290K Sell
632
-43
-6% -$15.2K 0.02% 492
2021
Q1 		$220K Sell
675
-190
-22% -$74.5K 0.02% 536
2020
Q4 		$287K Sell
865
-75
-8% -$19.7K 0.02% 429
2020
Q3 		$177K Sell
940
-75
-7% -$11.9K 0.02% 518
2020
Q2 		$118K Sell
1,015
-800
-44% -$91.5K 0.01% 627
2020
Q1 		$159K Buy
1,815
+530
+41% +$61K 0.01% 510
2019
Q4 		$172K Sell
1,285
-40
-3% -$5.5K 0.01% 537
2019
Q3 		$135K Buy
1,325
+1,200
+960% +$147K 0.01% 596
2019
Q2 		$11K Sell
125
-775
-86% -$62.2K ﹤0.01% 1207
2019
Q1 		$58K Buy
+900
New +$48.1K 0.01% 695

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisornet Financial's ROKU Position: Q1 2026 in Review

Advisornet Financial reduced its Roku (ROKU) stake by 29% in Q1 2026, selling an estimated $3.6K and leaving 90 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Advisornet Financial first reported a position in ROKU in Q1 2019 and has held it in 29 quarters since. The position peaked at $290K in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Advisornet Financial held 90 shares of Roku worth $8.52K as of Q1 2026.
  • Advisornet Financial sold 37 Roku shares in Q1 2026, an estimated $3.6K.
  • Roku made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1588 holding.
  • Advisornet Financial first reported a position in Roku in Q1 2019 and has held it in 29 quarters since.
  • Advisornet Financial's Roku position peaked at $290K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.