Contravisory Investment Management’s Roku ROKU Stock Holding History

Contravisory Investment 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 Q2	$1.18M	Buy	+8,569	New	+$1.05M	0.21%	86
2025 Q1	–	Sell	-45	Closed	-$3.35K	–	439
2024 Q4	$3.35K	Hold	45	–	–	﹤0.01%	348
2024 Q3	$3.36K	Hold	45	–	–	﹤0.01%	325
2024 Q2	$2.7K	Hold	45	–	–	﹤0.01%	333
2024 Q1	$2.93K	Sell	45 -5	-10%	-$389	﹤0.01%	330
2023 Q4	$4.58K	Hold	50	–	–	﹤0.01%	333
2023 Q3	$3.53K	Hold	50	–	–	﹤0.01%	291
2023 Q2	$3.2K	Sell	50 -50	-50%	-$3.04K	﹤0.01%	284
2023 Q1	$6.58K	Buy	+100	New	+$5.85K	﹤0.01%	298

Other funds holding ROKU

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return