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Kessler Investment Group’s Roku ROKU Stock Holding History

Kessler Investment Group’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
-116,444
Closed -$12.6M – 96
2025
Q4 		$12.6M Buy
116,444
+1,917
+2% +$195K 5.32% 3
2025
Q3 		$11.5M Buy
114,527
+37,938
+50% +$3.5M 4.92% 4
2025
Q2 		$6.73M Sell
76,589
-2,927
-4% -$204K 2.76% 16
2025
Q1 		$5.6M Buy
79,516
+4,773
+6% +$382K 2.74% 19
2024
Q4 		$5.56M Sell
74,743
-1,225
-2% -$92.8K 2.64% 20
2024
Q3 		$5.67M Buy
75,968
+13,590
+22% +$871K 2.92% 19
2024
Q2 		$3.74M Buy
62,378
+145
+0.2% +$8.5K 2.02% 24
2024
Q1 		$4.06M Buy
62,233
+1,593
+3% +$124K 2.52% 21
2023
Q4 		$5.56M Buy
+60,640
New +$5.07M 3.4% 12
2020
Q3 		– Sell
-400
Closed -$47K – 120
2020
Q2 		$47K Buy
+400
New +$45.7K 0.06% 70
2019
Q2 		– Sell
-11,500
Closed -$742K – 128
2019
Q1 		$742K Buy
+11,500
New +$615K 0.74% 35
2018
Q3 		– Sell
-6,900
Closed -$294K – 177
2018
Q2 		$294K Hold
6,900
– – 0.35% 47
2018
Q1 		$215K Buy
6,900
+2,000
+41% +$82.3K 0.27% 52
2017
Q4 		$254K Buy
+4,900
New +$169K 0.32% 44

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

Kessler Investment Group's ROKU Position: Q1 2026 in Review

Kessler Investment Group sold out of Roku (ROKU) in Q1 2026, closing a stake of 116,444 shares — an estimated $12.6M sold.

Kessler Investment Group first reported a position in ROKU in Q4 2017 and held it in 14 quarters. The position peaked at $12.6M in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Kessler Investment Group reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Kessler Investment Group sold 116,444 Roku shares in Q1 2026, an estimated $12.6M.
  • Kessler Investment Group first reported a position in Roku in Q4 2017 and held it in 14 quarters.
  • Kessler Investment Group's Roku position peaked at $12.6M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Kessler Investment Group's 13F filing for Q1 2026, filed 10 Apr 2026.