Lido Advisors
ROKU icon

Lido Advisors’s Roku ROKU Stock Holding History

Lido 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
Q1 		$2.87M Sell
30,348
-8,211
-21% -$800K 0.01% 599
2025
Q4 		$3.86M Buy
38,559
+53
+0.1% +$5.38K 0.01% 533
2025
Q3 		$3.86M Buy
38,506
+12,349
+47% +$1.14M 0.01% 504
2025
Q2 		$2.3M Sell
26,157
-4,963
-16% -$347K 0.01% 551
2025
Q1 		$2.19M Sell
31,120
-32,622
-51% -$2.61M 0.01% 521
2024
Q4 		$4.74M Buy
63,742
+28,110
+79% +$2.13M 0.02% 333
2024
Q3 		$2.66M Buy
35,632
+4,208
+13% +$270K 0.01% 408
2024
Q2 		$1.88M Buy
31,424
+88
+0.3% +$5.16K 0.01% 468
2024
Q1 		$2.04M Buy
31,336
+1
+0% +$78 0.01% 425
2023
Q4 		$2.87M Buy
31,335
+30
+0.1% +$2.51K 0.02% 342
2023
Q3 		$2.21M Buy
31,305
+149
+0.5% +$11.5K 0.02% 357
2023
Q2 		$1.99M Sell
31,156
-74
-0.2% -$4.5K 0.01% 375
2023
Q1 		$2.06M Sell
31,230
-27
-0.1% -$1.58K 0.02% 339
2022
Q4 		$1.27M Buy
31,257
+5,465
+21% +$286K 0.02% 365
2022
Q3 		$1.45M Sell
25,792
-99
-0.4% -$7.54K 0.02% 305
2022
Q2 		$2.13M Buy
25,891
+143
+0.6% +$13.9K 0.03% 230
2022
Q1 		$3.23M Buy
25,748
+89
+0.3% +$13.1K 0.04% 196
2021
Q4 		$5.86M Sell
25,659
-1,436
-5% -$387K 0.06% 148
2021
Q3 		$8.49M Sell
27,095
-573
-2% -$216K 0.12% 97
2021
Q2 		$12.7M Sell
27,668
-5,257
-16% -$1.86M 0.18% 69
2021
Q1 		$10.7M Buy
32,925
+5,550
+20% +$2.18M 0.19% 74
2020
Q4 		$9.09M Buy
+27,375
New +$7.18M 0.19% 75
2019
Q4 		– Sell
-4,100
Closed -$417K – 673
2019
Q3 		$417K Buy
+4,100
New +$501K 0.02% 375
2019
Q2 		– Sell
-14,113
Closed -$910K – 563
2019
Q1 		$910K Buy
14,113
+4,113
+41% +$220K 0.06% 195
2018
Q4 		$306K Buy
+10,000
New +$471K 0.03% 305
2018
Q3 		– Sell
-17,058
Closed -$727K – 470
2018
Q2 		$727K Buy
+17,058
New +$622K 0.08% 148

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

Lido Advisors's ROKU Position: Q1 2026 in Review

Lido Advisors reduced its Roku (ROKU) stake by 21% in Q1 2026, selling an estimated $800K and leaving 30,348 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #599.

Lido Advisors first reported a position in ROKU in Q2 2018 and has held it in 26 quarters since. The position peaked at $12.7M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Lido Advisors held 30,348 shares of Roku worth $2.87M as of Q1 2026.
  • Lido Advisors sold 8,211 Roku shares in Q1 2026, an estimated $800K.
  • Roku made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #599 holding.
  • Lido Advisors first reported a position in Roku in Q2 2018 and has held it in 26 quarters since.
  • Lido Advisors's Roku position peaked at $12.7M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.