Creative Planning’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
52,534
+1,030
| +2% | +$100K | ﹤0.01% | 1207 |
|
|
2025
Q4 | $5.59M | Buy |
51,504
+9,350
| +22% | +$949K | ﹤0.01% | 930 |
|
|
2025
Q3 | $4.22M | Buy |
42,154
+24,187
| +135% | +$2.23M | ﹤0.01% | 980 |
|
|
2025
Q2 | $1.58M | Buy |
17,967
+879
| +5% | +$61.4K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $1.2M | Buy |
17,088
+1,116
| +7% | +$89.3K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $1.19M | Sell |
15,972
-1,065
| -6% | -$80.7K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $1.27M | Sell |
17,037
-3,650
| -18% | -$234K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $1.24M | Sell |
20,687
-2,212
| -10% | -$130K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $1.49M | Buy |
22,899
+5,686
| +33% | +$442K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $1.58M | Sell |
17,213
-1,814
| -10% | -$152K | ﹤0.01% | 1013 |
|
|
2023
Q3 | $1.34M | Sell |
19,027
-48
| -0.3% | -$3.72K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $1.22M | Buy |
19,075
+3,503
| +22% | +$213K | ﹤0.01% | 1032 |
|
|
2023
Q1 | $1.02M | Sell |
15,572
-1,070
| -6% | -$62.6K | ﹤0.01% | 1067 |
|
|
2022
Q4 | $677K | Sell |
16,642
-1,148
| -6% | -$60K | ﹤0.01% | 1251 |
|
|
2022
Q3 | $1M | Sell |
17,790
-350
| -2% | -$26.6K | ﹤0.01% | 967 |
|
|
2022
Q2 | $1.49M | Sell |
18,140
-1,246
| -6% | -$121K | ﹤0.01% | 809 |
|
|
2022
Q1 | $2.43M | Sell |
19,386
-5,859
| -23% | -$860K | ﹤0.01% | 658 |
|
|
2021
Q4 | $5.76M | Buy |
25,245
+1,016
| +4% | +$274K | 0.01% | 389 |
|
|
2021
Q3 | $7.59M | Sell |
24,229
-739
| -3% | -$278K | 0.01% | 316 |
|
|
2021
Q2 | $11.5M | Sell |
24,968
-1,817
| -7% | -$643K | 0.02% | 244 |
|
|
2021
Q1 | $8.73M | Buy |
26,785
+168
| +0.6% | +$65.8K | 0.02% | 300 |
|
|
2020
Q4 | $8.84M | Buy |
26,617
+236
| +0.9% | +$61.9K | 0.02% | 278 |
|
|
2020
Q3 | $4.98M | Buy |
26,381
+1,418
| +6% | +$224K | 0.01% | 311 |
|
|
2020
Q2 | $2.91M | Buy |
24,963
+551
| +2% | +$63K | 0.01% | 388 |
|
|
2020
Q1 | $2.14M | Buy |
24,412
+4,905
| +25% | +$565K | 0.01% | 413 |
|
|
2019
Q4 | $2.61M | Buy |
19,507
+3,505
| +22% | +$482K | 0.01% | 431 |
|
|
2019
Q3 | $1.63M | Buy |
16,002
+4,388
| +38% | +$537K | 0.01% | 559 |
|
|
2019
Q2 | $1.05M | Sell |
11,614
-1,041
| -8% | -$83.6K | ﹤0.01% | 741 |
|
|
2019
Q1 | $816K | Buy |
12,655
+240
| +2% | +$12.8K | ﹤0.01% | 807 |
|
|
2018
Q4 | $380K | Buy |
12,415
+2,125
| +21% | +$100K | ﹤0.01% | 1100 |
|
|
2018
Q3 | $751K | Sell |
10,290
-11,260
| -52% | -$645K | ﹤0.01% | 877 |
|
|
2018
Q2 | $918K | Sell |
21,550
-3,443
| -14% | -$126K | ﹤0.01% | 792 |
|
|
2018
Q1 | $777K | Buy |
24,993
+13,910
| +126% | +$573K | ﹤0.01% | 867 |
|
|
2017
Q4 | $574K | Buy |
+11,083
| New | +$382K | ﹤0.01% | 995 |
|
Other funds holding ROKU
VPM
VCM
AIM
Creative Planning's ROKU Position: Q1 2026 in Review
Creative Planning increased its Roku (ROKU) stake by 2% in Q1 2026, buying an estimated $100K and bringing the position to 52,534 shares worth $4.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.
Creative Planning first reported a position in ROKU in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.5M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.
- Creative Planning held 52,534 shares of Roku worth $4.97M as of Q1 2026.
- Creative Planning bought 1,030 Roku shares in Q1 2026, an estimated $100K.
- Roku made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1207 holding.
- Creative Planning first reported a position in Roku in Q4 2017 and has held it in 34 quarters since.
- Creative Planning's Roku position peaked at $11.5M in Q2 2021.
- 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.