Atria Wealth Solutions’s Roku ROKU Stock Holding History

Atria Wealth Solutions’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	$740K	Sell	8,425 -54	-0.6%	-$3.77K	0.02%	755
2025 Q1	$597K	Sell	8,479 -29	-0.3%	-$2.32K	0.01%	1113
2024 Q4	$632K	Sell	8,508 -3,628	-30%	-$275K	0.01%	1141
2024 Q3	$906K	Sell	12,136 -517	-4%	-$33.1K	0.01%	947
2024 Q2	$758K	Sell	12,653 -3,466	-22%	-$203K	0.01%	1022
2024 Q1	$1.05M	Buy	16,119 +394	+3%	+$30.7K	0.01%	887
2023 Q4	$1.44M	Buy	15,725 +6,434	+69%	+$538K	0.02%	723
2023 Q3	$656K	Buy	9,291 +4,863	+110%	+$377K	0.01%	1009
2023 Q2	$283K	Buy	4,428 +82	+2%	+$4.98K	﹤0.01%	1481
2023 Q1	$286K	Buy	+4,346	New	+$254K	﹤0.01%	1449
2022 Q4	–	Sell	-4,126	Closed	-$233K	–	1868
2022 Q3	$233K	Sell	4,126 -381	-8%	-$29K	﹤0.01%	1469
2022 Q2	$370K	Buy	4,507 +1,189	+36%	+$115K	0.01%	1114
2022 Q1	$416K	Buy	+3,318	New	+$487K	0.01%	1163

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Atria Wealth Solutions's ROKU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Roku (ROKU) stake by 0.64% in Q2 2025, selling an estimated $3.77K and leaving 8,425 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #755.

Atria Wealth Solutions first reported a position in ROKU in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2023. 569 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

Atria Wealth Solutions held 8,425 shares of Roku worth $740K as of Q2 2025.
Atria Wealth Solutions sold 54 Roku shares in Q2 2025, an estimated $3.77K.
Roku made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #755 holding.
Atria Wealth Solutions first reported a position in Roku in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Roku position peaked at $1.44M in Q4 2023.
569 funds tracked by Wall St. Rank held Roku as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.