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Bell Investment Advisors’s Roku ROKU Stock Holding History

Bell Investment Advisors’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
Q2 		$1.66K Buy
12
+4
+50% +$488 ﹤0.01% 1392
2026
Q1 		$757 Sell
8
-51
-86% -$4.97K ﹤0.01% 1618
2025
Q4 		$6.4K Buy
59
+51
+638% +$5.18K ﹤0.01% 886
2025
Q3 		$802 Hold
8
– – ﹤0.01% 1620
2025
Q2 		$704 Hold
8
– – ﹤0.01% 1683
2025
Q1 		$564 Hold
8
– – ﹤0.01% 1716
2024
Q4 		$595 Hold
8
– – ﹤0.01% 1718
2024
Q3 		$598 Sell
8
-17
-68% -$1.09K ﹤0.01% 1740
2024
Q2 		$1.5K Buy
25
+8
+47% +$469 ﹤0.01% 1474
2024
Q1 		$1.11K Sell
17
-6
-26% -$467 ﹤0.01% 1575
2023
Q4 		$2.11K Sell
23
-74
-76% -$6.19K ﹤0.01% 1306
2023
Q3 		$6.85K Sell
97
-10
-9% -$774 ﹤0.01% 656
2023
Q2 		$6.84K Sell
107
-8
-7% -$486 ﹤0.01% 665
2023
Q1 		$7.57K Sell
115
-49
-30% -$2.87K ﹤0.01% 587
2022
Q4 		$6.67K Buy
164
+23
+16% +$1.2K ﹤0.01% 661
2022
Q3 		$8K Buy
141
+91
+182% +$6.93K ﹤0.01% 503
2022
Q2 		$4K Buy
+50
New +$4.84K ﹤0.01% 843
2021
Q4 		$8K Buy
35
+24
+218% +$6.47K ﹤0.01% 572
2021
Q3 		$3K Buy
+11
New +$4.14K ﹤0.01% 966

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bell Investment Advisors's ROKU Position: Q2 2026 in Review

Bell Investment Advisors increased its Roku (ROKU) stake by 50% in Q2 2026, buying an estimated $488 and bringing the position to 12 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Bell Investment Advisors first reported a position in ROKU in Q3 2021 and has held it in 19 quarters since. The position peaked at $8K in Q3 2022. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Bell Investment Advisors held 12 shares of Roku worth $1.66K as of Q2 2026.
  • Bell Investment Advisors bought 4 Roku shares in Q2 2026, an estimated $488.
  • Roku made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1392 holding.
  • Bell Investment Advisors first reported a position in Roku in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Roku position peaked at $8K in Q3 2022.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.