LPL Financial’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.9M | Buy |
199,739
+4,476
| +2% | +$436K | 0.01% | 1506 |
|
|
2025
Q4 | $21.2M | Buy |
195,263
+32,074
| +20% | +$3.26M | 0.01% | 1377 |
|
|
2025
Q3 | $16.3M | Sell |
163,189
-2,266
| -1% | -$209K | ﹤0.01% | 1492 |
|
|
2025
Q2 | $14.5M | Buy |
165,455
+35,206
| +27% | +$2.46M | ﹤0.01% | 1457 |
|
|
2025
Q1 | $9.17M | Sell |
130,249
-188
| -0.1% | -$15K | ﹤0.01% | 1677 |
|
|
2024
Q4 | $9.7M | Buy |
130,437
+12,298
| +10% | +$932K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $8.82M | Sell |
118,139
-7,642
| -6% | -$490K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $7.54M | Sell |
125,781
-4,118
| -3% | -$241K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $8.47M | Buy |
129,899
+6,617
| +5% | +$515K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $11.3M | Buy |
123,282
+6,682
| +6% | +$559K | 0.01% | 1172 |
|
|
2023
Q3 | $8.23M | Buy |
116,600
+4,122
| +4% | +$319K | 0.01% | 1281 |
|
|
2023
Q2 | $7.19M | Buy |
112,478
+6,540
| +6% | +$397K | 0.01% | 1349 |
|
|
2023
Q1 | $6.97M | Sell |
105,938
-3,854
| -4% | -$226K | 0.01% | 1305 |
|
|
2022
Q4 | $4.47M | Sell |
109,792
-6,309
| -5% | -$330K | ﹤0.01% | 1532 |
|
|
2022
Q3 | $6.55M | Buy |
116,101
+7,703
| +7% | +$586K | 0.01% | 1197 |
|
|
2022
Q2 | $8.9M | Sell |
108,398
-4,280
| -4% | -$415K | 0.01% | 1030 |
|
|
2022
Q1 | $14.1M | Sell |
112,678
-9,615
| -8% | -$1.41M | 0.01% | 811 |
|
|
2021
Q4 | $27.9M | Buy |
122,293
+16,047
| +15% | +$4.33M | 0.02% | 550 |
|
|
2021
Q3 | $33.3M | Buy |
106,246
+5,964
| +6% | +$2.25M | 0.03% | 436 |
|
|
2021
Q2 | $46.1M | Buy |
100,282
+3,737
| +4% | +$1.32M | 0.05% | 348 |
|
|
2021
Q1 | $31.5M | Sell |
96,545
-1,016
| -1% | -$398K | 0.04% | 396 |
|
|
2020
Q4 | $32.4M | Buy |
97,561
+3,371
| +4% | +$884K | 0.04% | 342 |
|
|
2020
Q3 | $17.8M | Buy |
94,190
+12,381
| +15% | +$1.96M | 0.03% | 437 |
|
|
2020
Q2 | $9.53M | Sell |
81,809
-3,665
| -4% | -$419K | 0.02% | 602 |
|
|
2020
Q1 | $7.48M | Buy |
85,474
+9,841
| +13% | +$1.13M | 0.02% | 603 |
|
|
2019
Q4 | $10.1M | Buy |
75,633
+19,301
| +34% | +$2.65M | 0.02% | 575 |
|
|
2019
Q3 | $5.73M | Buy |
56,332
+2,169
| +4% | +$265K | 0.01% | 746 |
|
|
2019
Q2 | $4.91M | Buy |
54,163
+15,166
| +39% | +$1.22M | 0.01% | 805 |
|
|
2019
Q1 | $2.52M | Buy |
38,997
+2,388
| +7% | +$128K | 0.01% | 1069 |
|
|
2018
Q4 | $1.12M | Sell |
36,609
-23,968
| -40% | -$1.13M | ﹤0.01% | 1443 |
|
|
2018
Q3 | $4.42M | Buy |
60,577
+34,688
| +134% | +$1.99M | 0.01% | 798 |
|
|
2018
Q2 | $1.1M | Buy |
25,889
+10,825
| +72% | +$395K | ﹤0.01% | 1558 |
|
|
2018
Q1 | $468K | Sell |
15,064
-1,821
| -11% | -$75K | ﹤0.01% | 2210 |
|
|
2017
Q4 | $874K | Buy |
+16,885
| New | +$582K | ﹤0.01% | 1622 |
|
Other funds holding ROKU
VPM
VCM
AIM
LPL Financial's ROKU Position: Q1 2026 in Review
LPL Financial increased its Roku (ROKU) stake by 2.3% in Q1 2026, buying an estimated $436K and bringing the position to 199,739 shares worth $18.9M. The position accounts for 0.01% of the portfolio, ranked #1506.
LPL Financial first reported a position in ROKU in Q4 2017 and has held it in 34 quarters since. The position peaked at $46.1M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.
- LPL Financial held 199,739 shares of Roku worth $18.9M as of Q1 2026.
- LPL Financial bought 4,476 Roku shares in Q1 2026, an estimated $436K.
- Roku made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1506 holding.
- LPL Financial first reported a position in Roku in Q4 2017 and has held it in 34 quarters since.
- LPL Financial's Roku position peaked at $46.1M in Q2 2021.
- 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.