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Forum Financial Management’s Roku ROKU Stock Holding History

Forum Financial Management’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
-3,162
Closed -$343K – 854
2025
Q4 		$343K Hold
3,162
– – ﹤0.01% 676
2025
Q3 		$317K Buy
3,162
+264
+9% +$24.3K ﹤0.01% 710
2025
Q2 		$255K Buy
+2,898
New +$202K ﹤0.01% 765

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's ROKU Position: Q1 2026 in Review

Forum Financial Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 3,162 shares — an estimated $343K sold.

Forum Financial Management first reported a position in ROKU in Q2 2025 and held it in 3 quarters. The position peaked at $343K in Q4 2025. 697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Forum Financial Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,162 Roku shares in Q1 2026, an estimated $343K.
  • Forum Financial Management first reported a position in Roku in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Roku position peaked at $343K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.