Kovitz Investment Group Partners
ROKU icon

Kovitz Investment Group Partners’s Roku ROKU Stock Holding History

Kovitz Investment Group Partners’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 		$242K Sell
2,557
-2
-0.1% -$195 0.01% 464
2025
Q4 		$278K Sell
2,559
-1,073
-30% -$109K 0.01% 441
2025
Q3 		$364K Buy
+3,632
New +$335K ﹤0.01% 1130

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kovitz Investment Group Partners's ROKU Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Roku (ROKU) stake by 0.08% in Q1 2026, selling an estimated $195 and leaving 2,557 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #464.

Kovitz Investment Group Partners first reported a position in ROKU in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q3 2025. 694 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Kovitz Investment Group Partners held 2,557 shares of Roku worth $242K as of Q1 2026.
  • Kovitz Investment Group Partners sold 2 Roku shares in Q1 2026, an estimated $195.
  • Roku made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #464 holding.
  • Kovitz Investment Group Partners first reported a position in Roku in Q3 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's Roku position peaked at $364K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.