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Atlantic Edge Private Wealth Management’s Roku ROKU Stock Holding History

Atlantic Edge Private 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 		– Sell
-47
Closed -$5.1K – 617
2025
Q4 		$5.1K Buy
+47
New +$4.77K ﹤0.01% 458
2025
Q2 		– Sell
-25
Closed -$1.76K – 522
2025
Q1 		$1.76K Hold
25
– – ﹤0.01% 464
2024
Q4 		$1.86K Buy
+25
New +$1.9K ﹤0.01% 445

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ROKU Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 47 shares — an estimated $5.1K sold.

Atlantic Edge Private Wealth Management first reported a position in ROKU in Q4 2024 and held it in 3 quarters. The position peaked at $5.1K in Q4 2025. 695 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 47 Roku shares in Q1 2026, an estimated $5.1K.
  • Atlantic Edge Private Wealth Management first reported a position in Roku in Q4 2024 and held it in 3 quarters.
  • Atlantic Edge Private Wealth Management's Roku position peaked at $5.1K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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