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Apollon Wealth Management’s Roku ROKU Stock Holding History

Apollon Wealth Management’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 		$628K Buy
6,636
+186
+3% +$18.1K 0.01% 772
2025
Q4 		$700K Buy
6,450
+96
+2% +$9.74K 0.01% 709
2025
Q3 		$636K Sell
6,354
-60
-0.9% -$5.53K 0.01% 739
2025
Q2 		$564K Sell
6,414
-251
-4% -$17.5K 0.01% 755
2025
Q1 		$469K Buy
6,665
+310
+5% +$24.8K 0.01% 779
2024
Q4 		$472K Buy
6,355
+665
+12% +$50.4K 0.01% 778
2024
Q3 		$425K Buy
5,690
+2,006
+54% +$129K 0.01% 790
2024
Q2 		$221K Buy
3,684
+540
+17% +$31.7K 0.01% 985
2024
Q1 		$205K Buy
+3,144
New +$245K 0.01% 1032
2021
Q4 		– Sell
-645
Closed -$202K – 780
2021
Q3 		$202K Buy
645
+121
+23% +$45.6K 0.03% 438
2021
Q2 		$241K Sell
524
-601
-53% -$213K 0.04% 324
2021
Q1 		$366K Sell
1,125
-239
-18% -$93.7K 0.07% 239
2020
Q4 		$453K Buy
+1,364
New +$358K 0.12% 126
2020
Q3 		– Sell
-345
Closed -$40K – 573
2020
Q2 		$40K Buy
+345
New +$39.5K 0.02% 276

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

Apollon Wealth Management's ROKU Position: Q1 2026 in Review

Apollon Wealth Management increased its Roku (ROKU) stake by 2.9% in Q1 2026, buying an estimated $18.1K and bringing the position to 6,636 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #772.

Apollon Wealth Management first reported a position in ROKU in Q2 2020 and has held it in 14 quarters since. The position peaked at $700K in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Apollon Wealth Management held 6,636 shares of Roku worth $628K as of Q1 2026.
  • Apollon Wealth Management bought 186 Roku shares in Q1 2026, an estimated $18.1K.
  • Roku made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #772 holding.
  • Apollon Wealth Management first reported a position in Roku in Q2 2020 and has held it in 14 quarters since.
  • Apollon Wealth Management's Roku position peaked at $700K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.