MP
ROKU icon

McDonald Partners’s Roku ROKU Stock Holding History

McDonald Partners’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 		$1.73M Buy
18,250
+550
+3% +$53.6K 0.41% 70
2025
Q4 		$1.92M Sell
17,700
-625
-3% -$63.4K 0.6% 51
2025
Q3 		$1.83M Buy
18,325
+225
+1% +$20.8K 0.55% 47
2025
Q2 		$1.59M Sell
18,100
-200
-1% -$14K 0.38% 78
2025
Q1 		$1.29M Sell
18,300
-500
-3% -$40K 0.34% 93
2024
Q4 		$1.4M Sell
18,800
-208
-1% -$15.8K 0.36% 87
2024
Q3 		$1.42M Sell
19,008
-600
-3% -$38.5K 0.36% 86
2024
Q2 		$1.18M Buy
19,608
+175
+0.9% +$10.3K 0.31% 90
2024
Q1 		$1.27M Sell
19,433
-225
-1% -$17.5K 0.35% 84
2023
Q4 		$1.8M Sell
19,658
-725
-4% -$60.6K 0.53% 51
2023
Q3 		$1.44M Sell
20,383
-150
-0.7% -$11.6K 0.47% 65
2023
Q2 		$1.31M Sell
20,533
-700
-3% -$42.5K 0.4% 77
2023
Q1 		$1.4M Buy
21,233
+135
+0.6% +$7.9K 0.45% 66
2022
Q4 		$859K Buy
21,098
+35
+0.2% +$1.83K 0.29% 101
2022
Q3 		$1.19M Sell
21,063
-538
-2% -$41K 0.45% 65
2022
Q2 		$1.77M Hold
21,601
– – 0.45% 59
2022
Q1 		$2.71M Buy
+21,601
New +$3.17M 0.59% 45
2021
Q4 		– Sell
-21,072
Closed -$6.6M – 692
2021
Q3 		$6.6M Sell
21,072
-123
-0.6% -$46.4K 1.55% 7
2021
Q2 		$9.73M Buy
21,195
+50
+0.2% +$17.7K 2.3% 3
2021
Q1 		$6.89M Sell
21,145
-68
-0.3% -$26.7K 1.77% 7
2020
Q4 		$7.04M Buy
+21,213
New +$5.56M 1.98% 4

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

McDonald Partners's ROKU Position: Q1 2026 in Review

McDonald Partners increased its Roku (ROKU) stake by 3.1% in Q1 2026, buying an estimated $53.6K and bringing the position to 18,250 shares worth $1.73M. The position accounts for 0.41% of the portfolio, ranked #70.

McDonald Partners first reported a position in ROKU in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.73M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • McDonald Partners held 18,250 shares of Roku worth $1.73M as of Q1 2026.
  • McDonald Partners bought 550 Roku shares in Q1 2026, an estimated $53.6K.
  • Roku made up 0.41% of McDonald Partners's portfolio in Q1 2026, its #70 holding.
  • McDonald Partners first reported a position in Roku in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Roku position peaked at $9.73M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.