LPL Financial
ROKU icon

LPL Financial’s Roku ROKU Stock Holding History

LPL Financial’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
Q2 		$691K Hold
5,000
– – ﹤0.01% 4754
2026
Q1 		$473K Buy
+5,000
New +$487K ﹤0.01% 4798
2025
Q4 		– Sell
-5,000
Closed -$501K – 6031
2025
Q3 		$501K Buy
+5,000
New +$461K ﹤0.01% 4628

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

LPL Financial's ROKU Position: Q2 2026 in Review

LPL Financial reduced its Roku (ROKU) stake by 2% in Q2 2026, selling an estimated $481K and leaving 195,796 shares worth $27M. The position accounts for 0.01% of the portfolio, ranked #1382.

LPL Financial first reported a position in ROKU in Q4 2017 and has held it in 35 quarters since. The position peaked at $46.1M in Q2 2021. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • LPL Financial held 195,796 shares of Roku worth $27M as of Q2 2026.
  • LPL Financial sold 3,943 Roku shares in Q2 2026, an estimated $481K.
  • Roku made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1382 holding.
  • LPL Financial first reported a position in Roku in Q4 2017 and has held it in 35 quarters since.
  • LPL Financial's Roku position peaked at $46.1M in Q2 2021.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.