Mercer Global Advisors
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Mercer Global Advisors’s Roku ROKU Stock Holding History

Mercer Global 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 		$3.27M Sell
34,565
-4,582
-12% -$446K ﹤0.01% 961
2025
Q4 		$4.25M Buy
39,147
+3,879
+11% +$394K 0.01% 777
2025
Q3 		$3.53M Buy
35,268
+22,386
+174% +$2.06M 0.01% 794
2025
Q2 		$1.13M Buy
12,882
+3,529
+38% +$247K ﹤0.01% 1153
2025
Q1 		$659K Sell
9,353
-5,439
-37% -$435K ﹤0.01% 1328
2024
Q4 		$1.1M Sell
14,792
-642
-4% -$48.7K ﹤0.01% 1067
2024
Q3 		$1.15M Buy
15,434
+8,499
+123% +$545K ﹤0.01% 965
2024
Q2 		$562K Sell
6,935
-226
-3% -$13.3K ﹤0.01% 1243
2024
Q1 		$467K Buy
7,161
+1,775
+33% +$138K ﹤0.01% 1318
2023
Q4 		$494K Sell
5,386
-3,462
-39% -$290K ﹤0.01% 1334
2023
Q3 		$625K Buy
+8,848
New +$685K ﹤0.01% 1140
2023
Q2 		– Sell
-3,264
Closed -$215K – 2020
2023
Q1 		$215K Buy
+3,264
New +$191K ﹤0.01% 1693
2022
Q2 		– Sell
-2,213
Closed -$277K – 1907
2022
Q1 		$277K Sell
2,213
-4,921
-69% -$722K ﹤0.01% 1548
2021
Q4 		$1.63M Sell
7,134
-6,619
-48% -$1.79M 0.01% 696
2021
Q3 		$4.31M Sell
13,753
-8,060
-37% -$3.04M 0.03% 386
2021
Q2 		$10M Buy
21,813
+123
+0.6% +$43.5K 0.08% 193
2021
Q1 		$7.07M Buy
21,690
+5,791
+36% +$2.27M 0.06% 241
2020
Q4 		$5.28M Sell
15,899
-99
-0.6% -$26K 0.07% 222
2020
Q3 		$3.02M Buy
15,998
+12,014
+302% +$1.9M 0.05% 293
2020
Q2 		$464K Buy
+3,984
New +$456K 0.01% 710
2020
Q1 		– Sell
-4,632
Closed -$620K – 1223
2019
Q4 		$620K Buy
+4,632
New +$637K 0.01% 664

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

Mercer Global Advisors's ROKU Position: Q1 2026 in Review

Mercer Global Advisors reduced its Roku (ROKU) stake by 12% in Q1 2026, selling an estimated $446K and leaving 34,565 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Mercer Global Advisors first reported a position in ROKU in Q4 2019 and has held it in 21 quarters since. The position peaked at $10M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Mercer Global Advisors held 34,565 shares of Roku worth $3.27M as of Q1 2026.
  • Mercer Global Advisors sold 4,582 Roku shares in Q1 2026, an estimated $446K.
  • Roku made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #961 holding.
  • Mercer Global Advisors first reported a position in Roku in Q4 2019 and has held it in 21 quarters since.
  • Mercer Global Advisors's Roku position peaked at $10M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.