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
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

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

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.