Medallion Wealth Advisors’s Roku ROKU Stock Holding History

Medallion Wealth Advisors’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	$1.23K	Hold	13	–	–	﹤0.01%	1046
2025 Q4	$1.41K	Hold	13	–	–	﹤0.01%	1027
2025 Q3	$1.3K	Hold	13	–	–	﹤0.01%	1012
2025 Q2	$1.12K	Sell	13 -70	-84%	-$4.89K	﹤0.01%	1017
2025 Q1	$5.86K	Buy	83 +15	+22%	+$1.2K	﹤0.01%	766
2024 Q4	$5.05K	Buy	+68	New	+$5.15K	﹤0.01%	744

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Medallion Wealth Advisors's ROKU Position: Q1 2026 in Review

Medallion Wealth Advisors held its Roku (ROKU) position steady in Q1 2026 at 13 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Medallion Wealth Advisors first reported a position in ROKU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.86K in Q1 2025. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Medallion Wealth Advisors held 13 shares of Roku worth $1.23K as of Q1 2026.
Medallion Wealth Advisors left its Roku share count unchanged in Q1 2026.
Roku made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1046 holding.
Medallion Wealth Advisors first reported a position in Roku in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Roku position peaked at $5.86K in Q1 2025.
692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.