HighTower Advisors’s Roku ROKU Stock Holding History

HighTower 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 Q1	–	Sell	-60,000	Closed	-$30K	–	4004
2024 Q4	$30K	Buy	60,000 +15,000	+33%	+$1.14M	﹤0.01%	3505
2024 Q3	$53.3K	Buy	+45,000	New	+$2.88M	﹤0.01%	3405
2024 Q2	–	Sell	-35,000	Closed	-$42.5K	–	3870
2024 Q1	$42.5K	Buy	+35,000	New	+$2.72M	﹤0.01%	3273
2020 Q4	–	Sell	-7,300	Closed	-$85K	–	2777
2020 Q3	$85K	Buy	7,300 +7,100	+3,550%	+$1.12M	﹤0.01%	2252
2020 Q2	$2K	Buy	+200	New	+$22.9K	﹤0.01%	2384
2020 Q1	–	Sell	-200	Closed	-$1K	–	2454
2019 Q4	$1K	Sell	200 -3,200	-94%	-$440K	﹤0.01%	2265
2019 Q3	$9K	Sell	3,400 -13,100	-79%	-$1.6M	﹤0.01%	2312
2019 Q2	$13K	Buy	+16,500	New	+$1.32M	﹤0.01%	2283
2018 Q4	–	Sell	-1,500	Closed	-$8K	–	2341
2018 Q3	$8K	Buy	+1,500	New	+$85.9K	﹤0.01%	2210

Other funds holding ROKU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HighTower Advisors's ROKU Position: Q2 2026 in Review

HighTower Advisors increased its Roku (ROKU) stake by 1.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,273 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

HighTower Advisors first reported a position in ROKU in Q3 2018 and has held it in 31 quarters since. The position peaked at $16.4M in Q2 2021. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

HighTower Advisors held 6,273 shares of Roku worth $867K as of Q2 2026.
HighTower Advisors bought 86 Roku shares in Q2 2026, an estimated $10.5K.
Roku made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2334 holding.
HighTower Advisors first reported a position in Roku in Q3 2018 and has held it in 31 quarters since.
HighTower Advisors's Roku position peaked at $16.4M in Q2 2021.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.