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Evelyn Partners Investment Management’s Roku ROKU Stock Holding History

Evelyn Partners 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
Q1 		$378 Buy
+4
New +$390 ﹤0.01% 403

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evelyn Partners Investment Management's ROKU Position: Q1 2026 in Review

Evelyn Partners Investment Management opened a new position in Roku (ROKU) in Q1 2026: 4 shares worth $378. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Evelyn Partners Investment Management held 4 shares of Roku worth $378 as of Q1 2026.
  • Roku was a new Evelyn Partners Investment Management position in Q1 2026.
  • Roku made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #403 holding.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.