AFS
ROKU icon

Anderson Financial Strategies’s Roku ROKU Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-967
Closed -$68.2K – 167
2025
Q1 		$68.2K Buy
+967
New +$77.4K 0.04% 96

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Anderson Financial Strategies's ROKU Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Roku (ROKU) in Q2 2025, closing a stake of 967 shares — an estimated $68.2K sold.

Anderson Financial Strategies first reported a position in ROKU in Q1 2025 and held it in 1 quarter. The position peaked at $68.2K in Q1 2025. 569 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Roku position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 967 Roku shares in Q2 2025, an estimated $68.2K.
  • Anderson Financial Strategies first reported a position in Roku in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Roku position peaked at $68.2K in Q1 2025.
  • 569 funds tracked by Wall St. Rank held Roku as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.