Evoke Wealth’s Roku ROKU Stock Holding History

Evoke Wealth’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	–	Sell	-1,865	Closed	-$202K	–	749
2025 Q4	$202K	Sell	1,865 -321	-15%	-$32.6K	﹤0.01%	640
2025 Q3	$219K	Buy	+2,186	New	+$202K	﹤0.01%	587
2022 Q4	–	Sell	-1,901	Closed	-$107K	–	978
2022 Q3	$107K	Hold	1,901	–	–	﹤0.01%	405
2022 Q2	$156K	Buy	1,901 +201	+12%	+$19.5K	0.01%	346
2022 Q1	$213K	Buy	1,700 +1,000	+143%	+$147K	0.01%	345
2021 Q4	$160K	Buy	700 +100	+17%	+$27K	0.01%	393
2021 Q3	$188K	Sell	600 -70	-10%	-$26.4K	0.01%	343
2021 Q2	$308K	Sell	670 -1,198	-64%	-$424K	0.01%	293
2021 Q1	$609K	Buy	1,868 +1,072	+135%	+$420K	0.03%	197
2020 Q4	$264K	Sell	796 -288	-27%	-$75.5K	0.02%	213
2020 Q3	$205K	Buy	1,084 +100	+10%	+$15.8K	0.02%	209
2020 Q2	$115K	Hold	984	–	–	0.01%	255
2020 Q1	$86.1K	Buy	984 +534	+119%	+$61.5K	0.01%	278
2019 Q4	$60.3K	Hold	450	–	–	0.01%	381
2019 Q3	$45.8K	Buy	+450	New	+$55K	0.01%	486

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evoke Wealth's ROKU Position: Q1 2026 in Review

Evoke Wealth sold out of Roku (ROKU) in Q1 2026, closing a stake of 1,865 shares — an estimated $202K sold.

Evoke Wealth first reported a position in ROKU in Q3 2019 and held it in 15 quarters. The position peaked at $609K in Q1 2021. 695 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Evoke Wealth reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
Evoke Wealth sold 1,865 Roku shares in Q1 2026, an estimated $202K.
Evoke Wealth first reported a position in Roku in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Roku position peaked at $609K in Q1 2021.
695 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.