EverSource Wealth Advisors
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
Q3 		$76.3K Sell
501
-1,017
-67% -$153K ﹤0.01% 1552
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% -$4.98K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Empirical Capital Management
Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return

EverSource Wealth Advisors's ROKU Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Roku (ROKU) stake by 67% in Q3 2026, selling an estimated $153K and leaving 501 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

EverSource Wealth Advisors first reported a position in ROKU in Q4 2021 and has held it in 20 quarters since. The position peaked at $398K in Q4 2025. 389 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • EverSource Wealth Advisors held 501 shares of Roku worth $76.3K as of Q3 2026.
  • EverSource Wealth Advisors sold 1,017 Roku shares in Q3 2026, an estimated $153K.
  • Roku made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1552 holding.
  • EverSource Wealth Advisors first reported a position in Roku in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's Roku position peaked at $398K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.