Lido Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.17M | Buy |
51,869
+21,521
| +71% | +$2.63M | 0.02% | 421 |
|
|
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
PCM
Lido Advisors's ROKU Position: Q2 2026 in Review
Lido Advisors increased its Roku (ROKU) stake by 71% in Q2 2026, buying an estimated $2.63M and bringing the position to 51,869 shares worth $7.17M. The position accounts for 0.02% of the portfolio, ranked #421.
Lido Advisors first reported a position in ROKU in Q2 2018 and has held it in 27 quarters since. The position peaked at $12.7M in Q2 2021. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.
- Lido Advisors held 51,869 shares of Roku worth $7.17M as of Q2 2026.
- Lido Advisors bought 21,521 Roku shares in Q2 2026, an estimated $2.63M.
- Roku made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #421 holding.
- Lido Advisors first reported a position in Roku in Q2 2018 and has held it in 27 quarters since.
- Lido Advisors's Roku position peaked at $12.7M in Q2 2021.
- 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.