Congress Asset Management
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Congress Asset Management’s Roku ROKU Stock Holding History

Congress Asset Management’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 		$39.7M Sell
260,792
-5,817
-2% -$875K 0.26% 108
2026
Q2 		$36.8M Buy
+266,609
New +$32.5M 0.23% 118

Other funds holding ROKU

Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Congress Asset Management's ROKU Position: Q3 2026 in Review

Congress Asset Management reduced its Roku (ROKU) stake by 2.2% in Q3 2026, selling an estimated $875K and leaving 260,792 shares worth $39.7M. The position accounts for 0.26% of the portfolio, ranked #108.

Congress Asset Management first reported a position in ROKU in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Congress Asset Management held 260,792 shares of Roku worth $39.7M as of Q3 2026.
  • Congress Asset Management sold 5,817 Roku shares in Q3 2026, an estimated $875K.
  • Roku made up 0.26% of Congress Asset Management's portfolio in Q3 2026, its #108 holding.
  • Congress Asset Management first reported a position in Roku in Q2 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.