Creative Planning’s Roku ROKU Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-100	Closed	-$11K	–	2208
2021 Q2	$11K	Sell	100 -900	-90%	-$318K	﹤0.01%	2010
2021 Q1	$158K	Sell	1,000 -300	-23%	-$118K	﹤0.01%	2155
2020 Q4	$185K	Sell	1,300 -500	-28%	-$131K	﹤0.01%	1926
2020 Q3	$157K	Buy	1,800 +1,300	+260%	+$206K	﹤0.01%	1742
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	1903
2020 Q1	$3K	Hold	500	–	–	﹤0.01%	1813
2019 Q4	$11K	Sell	500 -500	-50%	-$68.7K	﹤0.01%	1904
2019 Q3	$3K	Buy	+1,000	New	+$122K	﹤0.01%	1938
2019 Q2	–	Sell	-400	Closed	-$3K	–	2107
2019 Q1	$3K	Buy	+400	New	+$21.4K	﹤0.01%	1931

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.