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Atomi Financial Group’s Roku ROKU Stock Holding History

Atomi Financial Group’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 		$451K Buy
4,767
+1,079
+29% +$105K 0.01% 755
2025
Q4 		$400K Buy
3,688
+902
+32% +$91.5K 0.01% 798
2025
Q3 		$279K Buy
+2,786
New +$257K 0.01% 933

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

Atomi Financial Group's ROKU Position: Q1 2026 in Review

Atomi Financial Group increased its Roku (ROKU) stake by 29% in Q1 2026, buying an estimated $105K and bringing the position to 4,767 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #755.

Atomi Financial Group first reported a position in ROKU in Q3 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Atomi Financial Group held 4,767 shares of Roku worth $451K as of Q1 2026.
  • Atomi Financial Group bought 1,079 Roku shares in Q1 2026, an estimated $105K.
  • Roku made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #755 holding.
  • Atomi Financial Group first reported a position in Roku in Q3 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.