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IHT Wealth Management’s Roku ROKU Stock Holding History

IHT 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
2026
Q1 		$2.96M Sell
31,263
-353
-1% -$34.4K 0.07% 283
2025
Q4 		$3.43M Sell
31,616
-2,669
-8% -$271K 0.08% 237
2025
Q3 		$3.43M Buy
34,285
+421
+1% +$38.8K 0.09% 231
2025
Q2 		$2.98M Buy
33,864
+3,631
+12% +$254K 0.08% 238
2025
Q1 		$2.13M Buy
30,233
+713
+2% +$57.1K 0.07% 281
2024
Q4 		$2.19M Sell
29,520
-299
-1% -$22.7K 0.07% 253
2024
Q3 		$2.23M Buy
29,819
+26,361
+762% +$1.69M 0.06% 288
2024
Q2 		$207K Sell
3,458
-345
-9% -$20.2K 0.01% 946
2024
Q1 		$248K Buy
3,803
+90
+2% +$7K 0.01% 867
2023
Q4 		$340K Sell
3,713
-766
-17% -$64.1K 0.02% 721
2023
Q3 		$316K Buy
4,479
+285
+7% +$22.1K 0.02% 711
2023
Q2 		$268K Buy
4,194
+69
+2% +$4.19K 0.01% 767
2023
Q1 		$272K Buy
+4,125
New +$241K 0.02% 733
2022
Q4 		– Sell
-4,287
Closed -$242K – 931
2022
Q3 		$242K Buy
4,287
+65
+2% +$4.95K 0.02% 700
2022
Q2 		$347K Buy
4,222
+162
+4% +$15.7K 0.03% 482
2022
Q1 		$509K Buy
4,060
+157
+4% +$23K 0.04% 408
2021
Q4 		$891K Buy
3,903
+1,067
+38% +$288K 0.07% 290
2021
Q3 		$889K Buy
2,836
+106
+4% +$39.9K 0.07% 270
2021
Q2 		$1.25M Buy
2,730
+153
+6% +$54.1K 0.08% 273
2021
Q1 		$840K Sell
2,577
-1,350
-34% -$529K 0.06% 308
2020
Q4 		$1.3M Sell
3,927
-76
-2% -$19.9K 0.11% 199
2020
Q3 		$756K Buy
4,003
+2,186
+120% +$346K 0.08% 253
2020
Q2 		$212K Buy
+1,817
New +$208K 0.03% 507
2018
Q1 		– Sell
-200
Closed -$9K – 1745
2017
Q4 		$9K Buy
+200
New +$6.89K ﹤0.01% 1224

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IHT Wealth Management's ROKU Position: Q1 2026 in Review

IHT Wealth Management reduced its Roku (ROKU) stake by 1.1% in Q1 2026, selling an estimated $34.4K and leaving 31,263 shares worth $2.96M. The position accounts for 0.07% of the portfolio, ranked #283.

IHT Wealth Management first reported a position in ROKU in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.43M in Q3 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • IHT Wealth Management held 31,263 shares of Roku worth $2.96M as of Q1 2026.
  • IHT Wealth Management sold 353 Roku shares in Q1 2026, an estimated $34.4K.
  • Roku made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #283 holding.
  • IHT Wealth Management first reported a position in Roku in Q4 2017 and has held it in 24 quarters since.
  • IHT Wealth Management's Roku position peaked at $3.43M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.