Mackenzie Financial
ROKU icon

Mackenzie Financial’s Roku ROKU Stock Holding History

Mackenzie 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
2025
Q2 		– Sell
-7,254
Closed -$511K – 1785
2025
Q1 		$511K Hold
7,254
– – ﹤0.01% 1192
2024
Q4 		$539K Sell
7,254
-9,071
-56% -$687K ﹤0.01% 1140
2024
Q3 		$1.22M Buy
16,325
+5,274
+48% +$338K ﹤0.01% 830
2024
Q2 		$662K Buy
+11,051
New +$648K ﹤0.01% 953
2023
Q2 		– Sell
-14,087
Closed -$927K – 1621
2023
Q1 		$927K Buy
+14,087
New +$825K ﹤0.01% 878
2022
Q4 		– Sell
-9,464
Closed -$534K – 1563
2022
Q3 		$534K Sell
9,464
-6,505
-41% -$495K ﹤0.01% 918
2022
Q2 		$1.31M Sell
15,969
-6,527
-29% -$632K ﹤0.01% 793
2022
Q1 		$2.82M Buy
22,496
+3,858
+21% +$566K ﹤0.01% 688
2021
Q4 		$4.25M Sell
18,638
-2,354
-11% -$635K 0.01% 613
2021
Q3 		$6.58M Buy
20,992
+314
+2% +$118K 0.01% 524
2021
Q2 		$9.5M Sell
20,678
-1,443
-7% -$510K 0.01% 461
2021
Q1 		$7.21M Buy
22,121
+1,067
+5% +$418K 0.01% 476
2020
Q4 		$6.99M Buy
21,054
+447
+2% +$117K 0.02% 397
2020
Q3 		$3.89M Buy
20,607
+2,469
+14% +$390K 0.01% 439
2020
Q2 		$2.11M Buy
18,138
+6,982
+63% +$799K 0.01% 549
2020
Q1 		$976K Sell
11,156
-903
-7% -$104K ﹤0.01% 647
2019
Q4 		$1.61M Buy
12,059
+2,817
+30% +$387K ﹤0.01% 654
2019
Q3 		$940K Buy
9,242
+3,442
+59% +$421K ﹤0.01% 729
2019
Q2 		$525K Buy
+5,800
New +$466K ﹤0.01% 851

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Mackenzie Financial's ROKU Position: Q2 2025 in Review

Mackenzie Financial sold out of Roku (ROKU) in Q2 2025, closing a stake of 7,254 shares — an estimated $511K sold.

Mackenzie Financial first reported a position in ROKU in Q2 2019 and held it in 19 quarters. The position peaked at $9.5M in Q2 2021. 569 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

  • Mackenzie Financial reported no remaining Roku position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 7,254 Roku shares in Q2 2025, an estimated $511K.
  • Mackenzie Financial first reported a position in Roku in Q2 2019 and held it in 19 quarters.
  • Mackenzie Financial's Roku position peaked at $9.5M in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Roku as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.