Left Brain Wealth Management’s Roku ROKU Stock Holding History

Left Brain 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	–	Sell	-2,100	Closed	-$228K	–	94
2025 Q4	$228K	Sell	2,100 -1,000	-32%	-$101K	0.08%	76
2025 Q3	$310K	Buy	+3,100	New	+$286K	0.1%	89
2024 Q2	–	Sell	-40,821	Closed	-$2.66M	–	73
2024 Q1	$2.66M	Buy	40,821 +372	+0.9%	+$28.9K	1.29%	29
2023 Q4	$3.71M	Buy	40,449 +33,475	+480%	+$2.8M	2.14%	17
2023 Q3	$492K	Buy	+6,974	New	+$540K	0.31%	61

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Left Brain Wealth Management's ROKU Position: Q1 2026 in Review

Left Brain Wealth Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 2,100 shares — an estimated $228K sold.

Left Brain Wealth Management first reported a position in ROKU in Q3 2023 and held it in 5 quarters. The position peaked at $3.71M in Q4 2023. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Left Brain Wealth Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
Left Brain Wealth Management sold 2,100 Roku shares in Q1 2026, an estimated $228K.
Left Brain Wealth Management first reported a position in Roku in Q3 2023 and held it in 5 quarters.
Left Brain Wealth Management's Roku position peaked at $3.71M in Q4 2023.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.