EWA
ROKU icon

EverSource Wealth Advisors’s Roku ROKU Stock Holding History

EverSource Wealth Advisors’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
Q2 		$210K Sell
1,518
-810
-35% -$98.8K 0.01% 977
2026
Q1 		$220K Sell
2,328
-1,336
-36% -$130K 0.01% 1000
2025
Q4 		$398K Buy
3,664
+135
+4% +$13.7K 0.01% 623
2025
Q3 		$353K Buy
3,529
+2,135
+153% +$197K 0.01% 643
2025
Q2 		$123K Buy
1,394
+826
+145% +$57.7K 0.01% 1086
2025
Q1 		$40K Buy
568
+203
+56% +$16.2K ﹤0.01% 1341
2024
Q4 		$27.1K Sell
365
-280
-43% -$21.2K ﹤0.01% 1474
2024
Q3 		$48.2K Sell
645
-34
-5% -$2.18K ﹤0.01% 1088
2024
Q2 		$39.5K Buy
679
+375
+123% +$22K ﹤0.01% 1195
2024
Q1 		$17.5K Sell
304
-251
-45% -$19.5K ﹤0.01% 1423
2023
Q4 		$50.9K Sell
555
-537
-49% -$44.9K ﹤0.01% 893
2023
Q3 		$77.1K Sell
1,092
-101
-8% -$7.82K 0.01% 662
2023
Q2 		$76.3K Sell
1,193
-106
-8% -$6.44K 0.01% 673
2023
Q1 		$85.5K Sell
1,299
-85
-6% -$4.97K 0.01% 592
2022
Q4 		$56.3K Buy
1,384
+1,362
+6,191% +$71.2K 0.01% 721
2022
Q3 		$1K Sell
22
-13
-37% -$990 ﹤0.01% 1878
2022
Q2 		$3K Buy
35
+20
+133% +$1.94K ﹤0.01% 1426
2022
Q1 		$2K Sell
15
-36
-71% -$5.28K ﹤0.01% 1570
2021
Q4 		$12K Buy
+51
New +$13.8K ﹤0.01% 900

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

EverSource Wealth Advisors's ROKU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Roku (ROKU) stake by 35% in Q2 2026, selling an estimated $98.8K and leaving 1,518 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #977.

EverSource Wealth Advisors first reported a position in ROKU in Q4 2021 and has held it in 19 quarters since. The position peaked at $398K in Q4 2025. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • EverSource Wealth Advisors held 1,518 shares of Roku worth $210K as of Q2 2026.
  • EverSource Wealth Advisors sold 810 Roku shares in Q2 2026, an estimated $98.8K.
  • Roku made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #977 holding.
  • EverSource Wealth Advisors first reported a position in Roku in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Roku position peaked at $398K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.