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Bedell Frazier Investment Counselling’s Roku ROKU Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-46,799
Closed -$4.69M – 139
2025
Q3 		$4.69M Buy
46,799
+607
+1% +$56K 0.96% 32
2025
Q2 		$4.06M Sell
46,192
-3,152
-6% -$220K 1.02% 32
2025
Q1 		$3.48M Sell
49,344
-382
-0.8% -$30.6K 0.88% 36
2024
Q4 		$3.7M Buy
+49,726
New +$3.77M 0.92% 35

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bedell Frazier Investment Counselling's ROKU Position: Q4 2025 in Review

Bedell Frazier Investment Counselling sold out of Roku (ROKU) in Q4 2025, closing a stake of 46,799 shares — an estimated $4.69M sold.

Bedell Frazier Investment Counselling first reported a position in ROKU in Q4 2024 and held it in 4 quarters. The position peaked at $4.69M in Q3 2025. 707 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

  • Bedell Frazier Investment Counselling reported no remaining Roku position as of Q4 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 46,799 Roku shares in Q4 2025, an estimated $4.69M.
  • Bedell Frazier Investment Counselling first reported a position in Roku in Q4 2024 and held it in 4 quarters.
  • Bedell Frazier Investment Counselling's Roku position peaked at $4.69M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2025, filed 17 Feb 2026.