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

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.