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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HighTower Advisors's ROKU Position: Q1 2026 in Review

HighTower Advisors reduced its Roku (ROKU) stake by 79% in Q1 2026, selling an estimated $2.23M and leaving 6,187 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

HighTower Advisors first reported a position in ROKU in Q3 2018 and has held it in 30 quarters since. The position peaked at $16.4M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

HighTower Advisors held 6,187 shares of Roku worth $585K as of Q1 2026.
HighTower Advisors sold 22,935 Roku shares in Q1 2026, an estimated $2.23M.
Roku made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2589 holding.
HighTower Advisors first reported a position in Roku in Q3 2018 and has held it in 30 quarters since.
HighTower Advisors's Roku position peaked at $16.4M in Q2 2021.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.