MYIA
ROKU icon

Mount Yale Investment Advisors’s Roku ROKU Stock Holding History

Mount Yale Investment 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
Q2 		$1.63M Buy
11,833
+2,172
+22% +$265K 0.03% 459
2026
Q1 		$914K Buy
+9,661
New +$941K 0.02% 543
2025
Q3 		– Sell
-880
Closed -$77.3K – 1414
2025
Q2 		$77.3K Buy
+880
New +$61.5K 0.01% 701
2022
Q4 		– Sell
-25,022
Closed -$1.41M – 490
2022
Q3 		$1.41M Buy
25,022
+2,030
+9% +$155K 0.19% 117
2022
Q2 		$1.89M Buy
22,992
+8,215
+56% +$796K 0.24% 98
2022
Q1 		$1.85M Buy
14,777
+4,920
+50% +$722K 0.2% 115
2021
Q4 		$2.25M Buy
9,857
+5,713
+138% +$1.54M 0.23% 102
2021
Q3 		$1.3M Buy
4,144
+2,532
+157% +$954K 0.15% 151
2021
Q2 		$740K Buy
+1,612
New +$570K 0.09% 221

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Mount Yale Investment Advisors's ROKU Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Roku (ROKU) stake by 22% in Q2 2026, buying an estimated $265K and bringing the position to 11,833 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #459.

Mount Yale Investment Advisors first reported a position in ROKU in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.25M in Q4 2021. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Mount Yale Investment Advisors held 11,833 shares of Roku worth $1.63M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,172 Roku shares in Q2 2026, an estimated $265K.
  • Roku made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • Mount Yale Investment Advisors first reported a position in Roku in Q2 2021 and has held it in 9 quarters since.
  • Mount Yale Investment Advisors's Roku position peaked at $2.25M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.