HHM Wealth Advisors’s Roku ROKU Stock Holding History

HHM 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
2025 Q2	–	Sell	-12	Closed	-$846	–	927
2025 Q1	$846	Buy	+12	New	+$960	﹤0.01%	852
2024 Q4	–	Sell	-65	Closed	-$4.85K	–	1037
2024 Q3	$4.85K	Buy	65 +40	+160%	+$2.56K	﹤0.01%	658
2024 Q2	$1.5K	Buy	+25	New	+$1.47K	﹤0.01%	721
2023 Q3	–	Sell	-50	Closed	-$3.2K	–	812
2023 Q2	$3.2K	Hold	50	–	–	﹤0.01%	708
2023 Q1	$3.29K	Hold	50	–	–	﹤0.01%	692
2022 Q4	$2.04K	Sell	50 -472	-90%	-$24.7K	﹤0.01%	606
2022 Q3	$29K	Hold	522	–	–	0.01%	304
2022 Q2	$43K	Hold	522	–	–	0.01%	297
2022 Q1	$65K	Sell	522 -40	-7%	-$5.87K	0.02%	265
2021 Q4	$128K	Buy	562 +46	+9%	+$12.4K	0.03%	187
2021 Q3	$162K	Sell	516 -70	-12%	-$26.4K	0.04%	154
2021 Q2	$269K	Buy	586 +114	+24%	+$40.3K	0.07%	108
2021 Q1	$154K	Hold	472	–	–	0.05%	142
2020 Q4	$157K	Hold	472	–	–	0.05%	120
2020 Q3	$89K	Hold	472	–	–	0.04%	163
2020 Q2	$55K	Hold	472	–	–	0.02%	213
2020 Q1	$41K	Buy	+472	New	+$54.3K	0.02%	227

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HHM Wealth Advisors's ROKU Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Roku (ROKU) in Q2 2025, closing a stake of 12 shares — an estimated $846 sold.

HHM Wealth Advisors first reported a position in ROKU in Q1 2020 and held it in 17 quarters. The position peaked at $269K in Q2 2021. 568 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

HHM Wealth Advisors reported no remaining Roku position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 12 Roku shares in Q2 2025, an estimated $846.
HHM Wealth Advisors first reported a position in Roku in Q1 2020 and held it in 17 quarters.
HHM Wealth Advisors's Roku position peaked at $269K in Q2 2021.
568 funds tracked by Wall St. Rank held Roku as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.