Clearstead Advisors
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Clearstead Advisors’s Roku ROKU Stock Holding History

Clearstead 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
Q3 		$10.4K Sell
68
-26
-28% -$3.91K ﹤0.01% 1950
2026
Q2 		$13K Sell
94
-52
-36% -$6.34K ﹤0.01% 1909
2026
Q1 		$13.8K Sell
146
-2,135
-94% -$208K ﹤0.01% 1523
2025
Q4 		$247K Sell
2,281
-1,924
-46% -$195K ﹤0.01% 876
2025
Q3 		$421K Buy
4,205
+743
+21% +$68.5K 0.01% 682
2025
Q2 		$304K Buy
3,462
+1,809
+109% +$126K ﹤0.01% 755
2025
Q1 		$116K Buy
1,653
+112
+7% +$8.96K ﹤0.01% 952
2024
Q4 		$115K Sell
1,541
-834
-35% -$63.2K ﹤0.01% 989
2024
Q3 		$177K Buy
2,375
+101
+4% +$6.47K ﹤0.01% 890
2024
Q2 		$136K Buy
2,274
+2,245
+7,741% +$132K ﹤0.01% 929
2024
Q1 		$1.74K Sell
29
-120
-81% -$9.34K ﹤0.01% 1333
2023
Q4 		$13.7K Hold
149
– – ﹤0.01% 1005
2023
Q3 		$10.5K Hold
149
– – ﹤0.01% 986
2023
Q2 		$9.5K Sell
149
-10
-6% -$607 ﹤0.01% 994
2023
Q1 		$10.5K Sell
159
-62
-28% -$3.63K ﹤0.01% 942
2022
Q4 		$9K Buy
221
+104
+89% +$5.43K ﹤0.01% 916
2022
Q3 		$7K Sell
117
-278
-70% -$21.2K ﹤0.01% 940
2022
Q2 		$32K Buy
395
+32
+9% +$3.1K ﹤0.01% 712
2022
Q1 		$45K Buy
363
+75
+26% +$11K ﹤0.01% 704
2021
Q4 		$66K Buy
288
+65
+29% +$17.5K ﹤0.01% 612
2021
Q3 		$70K Sell
223
-32
-13% -$12.1K 0.01% 557
2021
Q2 		$117K Buy
255
+90
+55% +$31.8K 0.01% 427
2021
Q1 		$54K Buy
165
+84
+104% +$32.9K ﹤0.01% 531
2020
Q4 		$27K Buy
81
+4
+5% +$1.05K ﹤0.01% 587
2020
Q3 		$15K Buy
77
+27
+54% +$4.27K ﹤0.01% 619
2020
Q2 		$6K Hold
50
– – ﹤0.01% 657
2020
Q1 		$4K Buy
+50
New +$5.76K ﹤0.01% 668

Other funds holding ROKU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Clearstead Advisors's ROKU Position: Q3 2026 in Review

Clearstead Advisors reduced its Roku (ROKU) stake by 28% in Q3 2026, selling an estimated $3.91K and leaving 68 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Clearstead Advisors first reported a position in ROKU in Q1 2020 and has held it in 27 quarters since. The position peaked at $421K in Q3 2025. 419 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Clearstead Advisors held 68 shares of Roku worth $10.4K as of Q3 2026.
  • Clearstead Advisors sold 26 Roku shares in Q3 2026, an estimated $3.91K.
  • Roku made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1950 holding.
  • Clearstead Advisors first reported a position in Roku in Q1 2020 and has held it in 27 quarters since.
  • Clearstead Advisors's Roku position peaked at $421K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.