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Everhart Financial Group’s Roku ROKU Stock Holding History

Everhart Financial Group’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 		$243K Sell
1,594
-74
-4% -$11.1K 0.02% 420
2026
Q2 		$230K Buy
+1,668
New +$203K 0.01% 430
2026
Q1 		– Sell
-2,012
Closed -$218K – 483
2025
Q4 		$218K Buy
+2,012
New +$204K 0.02% 395
2022
Q1 		– Sell
-1,980
Closed -$452K – 137
2021
Q4 		$452K Sell
1,980
-161
-8% -$43.4K 0.27% 67
2021
Q3 		$670K Sell
2,141
-856
-29% -$323K 0.46% 45
2021
Q2 		$1.38M Buy
2,997
+304
+11% +$108K 0.95% 30
2021
Q1 		$878K Sell
2,693
-134
-5% -$52.5K 0.77% 31
2020
Q4 		$938K Buy
+2,827
New +$742K 0.87% 31

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
AC
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
GI
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Everhart Financial Group's ROKU Position: Q3 2026 in Review

Everhart Financial Group reduced its Roku (ROKU) stake by 4.4% in Q3 2026, selling an estimated $11.1K and leaving 1,594 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #420.

Everhart Financial Group first reported a position in ROKU in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2021. 23 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Everhart Financial Group held 1,594 shares of Roku worth $243K as of Q3 2026.
  • Everhart Financial Group sold 74 Roku shares in Q3 2026, an estimated $11.1K.
  • Roku made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #420 holding.
  • Everhart Financial Group first reported a position in Roku in Q4 2020 and has held it in 8 quarters since.
  • Everhart Financial Group's Roku position peaked at $1.38M in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.