Insigneo Advisory Services’s Roku ROKU Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-2,110	Closed	-$211K	–	827
2025 Q3	$211K	Buy	+2,110	New	+$195K	0.01%	624
2024 Q1	–	Sell	-4,204	Closed	-$385K	–	508
2023 Q4	$385K	Sell	4,204 -1,848	-31%	-$155K	0.05%	283
2023 Q3	$427K	Buy	6,052 +829	+16%	+$64.2K	0.09%	215
2023 Q2	$334K	Buy	5,223 +443	+9%	+$26.9K	0.06%	266
2023 Q1	$315K	Buy	+4,780	New	+$280K	0.1%	202

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Insigneo Advisory Services's ROKU Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Roku (ROKU) in Q4 2025, closing a stake of 2,110 shares — an estimated $211K sold.

Insigneo Advisory Services first reported a position in ROKU in Q1 2023 and held it in 5 quarters. The position peaked at $427K in Q3 2023. 705 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

Insigneo Advisory Services reported no remaining Roku position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 2,110 Roku shares in Q4 2025, an estimated $211K.
Insigneo Advisory Services first reported a position in Roku in Q1 2023 and held it in 5 quarters.
Insigneo Advisory Services's Roku position peaked at $427K in Q3 2023.
705 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.