JFS Wealth Advisors’s Roku ROKU Stock Holding History

JFS Wealth 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
2026 Q2	$553	Sell	4 -10	-71%	-$1.22K	﹤0.01%	1940
2026 Q1	$1.32K	Sell	14 -485	-97%	-$47.2K	﹤0.01%	1610
2025 Q4	$54.1K	Hold	499	–	–	﹤0.01%	499
2025 Q3	$50K	Buy	499 +42	+9%	+$3.87K	﹤0.01%	506
2025 Q2	$40.1K	Buy	457 +350	+327%	+$24.5K	﹤0.01%	508
2025 Q1	$7.5K	Hold	107	–	–	﹤0.01%	979
2024 Q4	$7.92K	Buy	107 +82	+328%	+$6.21K	﹤0.01%	937
2024 Q3	$1.87K	Buy	25 +11	+79%	+$705	﹤0.01%	1517
2024 Q2	$840	Sell	14 -13	-48%	-$762	﹤0.01%	1706
2024 Q1	$1.76K	Buy	27 +4	+17%	+$311	﹤0.01%	1493
2023 Q4	$2.11K	Sell	23 -5	-18%	-$418	﹤0.01%	1406
2023 Q3	$1.98K	Buy	28 +2	+8%	+$155	﹤0.01%	1364
2023 Q2	$1.66K	Buy	26 +7	+37%	+$425	﹤0.01%	1451
2023 Q1	$1.25K	Buy	19 +1	+6%	+$59	﹤0.01%	1518
2022 Q4	$733	Sell	18 -62	-78%	-$3.24K	﹤0.01%	1668
2022 Q3	$5K	Sell	80 -2	-2%	-$152	﹤0.01%	1004
2022 Q2	$7K	Sell	82 -54	-40%	-$5.23K	﹤0.01%	893
2022 Q1	$17K	Buy	136 +5	+4%	+$734	﹤0.01%	647
2021 Q4	$30K	Buy	131 +3	+2%	+$809	﹤0.01%	501
2021 Q3	$40K	Buy	128 +118	+1,180%	+$44.5K	﹤0.01%	448
2021 Q2	$5K	Hold	10	–	–	﹤0.01%	496
2021 Q1	$3K	Sell	10 -9	-47%	-$3.53K	﹤0.01%	522
2020 Q4	$6K	Buy	19 +1	+6%	+$262	﹤0.01%	456
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	488
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	496
2020 Q1	$2K	Buy	+18	New	+$2.07K	﹤0.01%	447

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

JFS Wealth Advisors's ROKU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Roku (ROKU) stake by 71% in Q2 2026, selling an estimated $1.22K and leaving 4 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

JFS Wealth Advisors first reported a position in ROKU in Q1 2020 and has held it in 26 quarters since. The position peaked at $54.1K in Q4 2025. 784 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

JFS Wealth Advisors held 4 shares of Roku worth $553 as of Q2 2026.
JFS Wealth Advisors sold 10 Roku shares in Q2 2026, an estimated $1.22K.
Roku made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1940 holding.
JFS Wealth Advisors first reported a position in Roku in Q1 2020 and has held it in 26 quarters since.
JFS Wealth Advisors's Roku position peaked at $54.1K in Q4 2025.
784 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.