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Jessup Wealth Management’s Roku ROKU Stock Holding History

Jessup 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 		– Sell
-2
Closed -$217 – 293
2025
Q4 		$217 Buy
+2
New +$203 ﹤0.01% 377
2023
Q4 		– Sell
-76,172
Closed -$5.38M – 63
2023
Q3 		$5.38M Buy
+76,172
New +$5.9M 3.1% 15

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jessup Wealth Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 2 shares — an estimated $217 sold.

Jessup Wealth Management first reported a position in ROKU in Q3 2023 and held it in 2 quarters. The position peaked at $5.38M in Q3 2023. 697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Jessup Wealth Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 2 Roku shares in Q1 2026, an estimated $217.
  • Jessup Wealth Management first reported a position in Roku in Q3 2023 and held it in 2 quarters.
  • Jessup Wealth Management's Roku position peaked at $5.38M in Q3 2023.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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