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JPL Wealth Management’s Roku ROKU Stock Holding History

JPL 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 		$3.03K Buy
+32
New +$3.12K ﹤0.01% 835
2025
Q4 		– Sell
-7
Closed -$701 – 909
2025
Q3 		$701 Buy
+7
New +$646 ﹤0.01% 1038

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

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

JPL Wealth Management opened a new position in Roku (ROKU) in Q1 2026: 32 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ROKU as recently as Q3 2025.

JPL Wealth Management first reported a position in ROKU in Q3 2025 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • JPL Wealth Management held 32 shares of Roku worth $3.03K as of Q1 2026.
  • Roku was a new JPL Wealth Management position in Q1 2026.
  • Roku made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #835 holding.
  • JPL Wealth Management first reported a position in Roku in Q3 2025 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.