FDx Advisors
ROKU icon

FDx Advisors’s Roku ROKU Stock Holding History

FDx 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 		– Sell
-1,650
Closed -$228K – 187
2026
Q2 		$228K Buy
+1,650
New +$201K 0.07% 166
2024
Q1 		– Sell
-8,552
Closed -$784K – 578
2023
Q4 		$784K Sell
8,552
-1,076
-11% -$90K 0.06% 308
2023
Q3 		$680K Sell
9,628
-6,586
-41% -$510K 0.06% 290
2023
Q2 		$1.04M Buy
16,214
+2,752
+20% +$167K 0.06% 295
2023
Q1 		$548K Hold
13,462
– – 0.02% 402
2022
Q4 		$548K Buy
13,462
+1,758
+15% +$91.9K 0.02% 402
2022
Q3 		$660K Buy
11,704
+2,250
+24% +$171K 0.03% 356
2022
Q2 		$777K Buy
9,454
+2,452
+35% +$238K 0.03% 370
2022
Q1 		$877K Buy
7,002
+1,852
+36% +$272K 0.03% 352
2021
Q4 		$1.18M Buy
5,150
+491
+11% +$132K 0.03% 328
2021
Q3 		$1.46M Buy
4,659
+967
+26% +$364K 0.05% 267
2021
Q2 		$1.7M Sell
3,692
-328
-8% -$116K 0.06% 224
2021
Q1 		$1.31M Sell
4,020
-950
-19% -$372K 0.05% 237
2020
Q4 		$1.65M Sell
4,970
-183
-4% -$48K 0.07% 189
2020
Q3 		$973K Buy
5,153
+2,492
+94% +$394K 0.05% 240
2020
Q2 		$310K Buy
+2,661
New +$304K 0.02% 440

Other funds holding ROKU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

FDx Advisors's ROKU Position: Q3 2026 in Review

FDx Advisors sold out of Roku (ROKU) in Q3 2026, closing a stake of 1,650 shares — an estimated $228K sold.

FDx Advisors first reported a position in ROKU in Q2 2020 and held it in 16 quarters. The position peaked at $1.7M in Q2 2021. 584 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • FDx Advisors reported no remaining Roku position as of Q3 2026 after selling out during the quarter.
  • FDx Advisors sold 1,650 Roku shares in Q3 2026, an estimated $228K.
  • FDx Advisors first reported a position in Roku in Q2 2020 and held it in 16 quarters.
  • FDx Advisors's Roku position peaked at $1.7M in Q2 2021.
  • 584 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on FDx Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.