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 		– Sell
-2,500
Closed -$271K – 2103
2025
Q4 		$271K Hold
2,500
– – ﹤0.01% 1616
2025
Q3 		$250K Hold
2,500
– – ﹤0.01% 1581
2025
Q2 		$220K Buy
+2,500
New +$175K ﹤0.01% 1484

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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.