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Hemington Wealth Management’s Roku ROKU Stock Holding History

Hemington Wealth 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
2025
Q3 		$11K Sell
119
-1
-0.8% -$92 ﹤0.01% 860
2025
Q2 		$10K Buy
120
+99
+471% +$6.92K ﹤0.01% 870
2025
Q1 		$1K Sell
21
-2
-9% -$160 ﹤0.01% 1446
2024
Q4 		$1K Sell
23
-77
-77% -$5.83K ﹤0.01% 1464
2024
Q3 		$6K Buy
+100
New +$6.41K ﹤0.01% 892

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hemington Wealth Management's ROKU Position: Q3 2025 in Review

Hemington Wealth Management reduced its Roku (ROKU) stake by 0.83% in Q3 2025, selling an estimated $92 and leaving 119 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Hemington Wealth Management first reported a position in ROKU in Q3 2024 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold ROKU as of Q3 2025.

  • Hemington Wealth Management held 119 shares of Roku worth $11K as of Q3 2025.
  • Hemington Wealth Management sold 1 Roku share in Q3 2025, an estimated $92.
  • Roku made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #860 holding.
  • Hemington Wealth Management first reported a position in Roku in Q3 2024 and has held it in 5 quarters since.
  • 610 funds tracked by Wall St. Rank held Roku as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.