Elevation Wealth Partners’s Roku ROKU Stock Holding History

Elevation Wealth Partners’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	$73.9K	Buy	485 +167	+53%	+$25.1K	0.02%	271
2026 Q2	$43.9K	Buy	318 +215	+209%	+$26.2K	0.01%	337
2026 Q1	$9.75K	Buy	103 +28	+37%	+$2.73K	﹤0.01%	518
2025 Q4	$8.14K	Buy	75 +57	+317%	+$5.79K	﹤0.01%	522
2025 Q3	$1.8K	Buy	18 +6	+50%	+$553	﹤0.01%	665
2025 Q2	$1.05K	Hold	12	–	–	﹤0.01%	442
2025 Q1	$846	Hold	12	–	–	﹤0.01%	447
2024 Q4	$893	Hold	12	–	–	﹤0.01%	452
2024 Q3	$896	Hold	12	–	–	﹤0.01%	436
2024 Q2	$720	Hold	12	–	–	﹤0.01%	470
2024 Q1	$783	Hold	12	–	–	﹤0.01%	435
2023 Q4	$848	Hold	12	–	–	﹤0.01%	407
2023 Q3	$848	Hold	12	–	–	﹤0.01%	305
2023 Q2	$768	Hold	12	–	–	﹤0.01%	318
2023 Q1	$790	Buy	+12	New	+$702	﹤0.01%	318

Other funds holding ROKU

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's ROKU Position: Q3 2026 in Review

Elevation Wealth Partners increased its Roku (ROKU) stake by 53% in Q3 2026, buying an estimated $25.1K and bringing the position to 485 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #271.

Elevation Wealth Partners first reported a position in ROKU in Q1 2023 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Elevation Wealth Partners held 485 shares of Roku worth $73.9K as of Q3 2026.
Elevation Wealth Partners bought 167 Roku shares in Q3 2026, an estimated $25.1K.
Roku made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #271 holding.
Elevation Wealth Partners first reported a position in Roku in Q1 2023 and has held it in 15 quarters since.
24 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.