LWA
ROKU icon

Ledgewood Wealth Advisors’s Roku ROKU Stock Holding History

Ledgewood 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
Q3 		– Sell
-4,990
Closed -$689K – 77
2026
Q2 		$689K Hold
4,990
– – 0.37% 37
2026
Q1 		$472K Sell
4,990
-450
-8% -$43.8K 0.27% 47
2025
Q4 		$590K Hold
5,440
– – 0.34% 41
2025
Q3 		$545K Hold
5,440
– – 0.32% 41
2025
Q2 		$478K Hold
5,440
– – 0.3% 42
2025
Q1 		$383K Hold
5,440
– – 0.25% 47
2024
Q4 		$404K Hold
5,440
– – 0.26% 47
2024
Q3 		$406K Hold
5,440
– – 0.27% 48
2024
Q2 		$326K Hold
5,440
– – 0.28% 45
2024
Q1 		$355K Hold
5,440
– – 0.33% 44
2023
Q4 		$499K Buy
+5,440
New +$455K 0.46% 30

Other funds holding ROKU

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ledgewood Wealth Advisors's ROKU Position: Q3 2026 in Review

Ledgewood Wealth Advisors sold out of Roku (ROKU) in Q3 2026, closing a stake of 4,990 shares — an estimated $689K sold.

Ledgewood Wealth Advisors first reported a position in ROKU in Q4 2023 and held it in 11 quarters. The position peaked at $689K in Q2 2026. 25 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Ledgewood Wealth Advisors reported no remaining Roku position as of Q3 2026 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 4,990 Roku shares in Q3 2026, an estimated $689K.
  • Ledgewood Wealth Advisors first reported a position in Roku in Q4 2023 and held it in 11 quarters.
  • Ledgewood Wealth Advisors's Roku position peaked at $689K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.