Nisa Investment Advisors
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Nisa Investment Advisors’s Roku ROKU Stock Holding History

Nisa 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 		$253K Buy
1,831
+1,155
+171% +$141K ﹤0.01% 1174
2026
Q1 		$64K Buy
676
+172
+34% +$16.8K ﹤0.01% 1578
2025
Q4 		$54.7K Buy
504
+4
+0.8% +$406 ﹤0.01% 1594
2025
Q3 		$50.1K Hold
500
– – ﹤0.01% 1633
2025
Q2 		$43.9K Hold
500
– – ﹤0.01% 1627
2025
Q1 		$35.2K Sell
500
-60
-11% -$4.8K ﹤0.01% 1692
2024
Q4 		$41.6K Hold
560
– – ﹤0.01% 1734
2024
Q3 		$41.8K Sell
560
-280
-33% -$17.9K ﹤0.01% 1688
2024
Q2 		$50.3K Sell
840
-1,490
-64% -$87.4K ﹤0.01% 1663
2024
Q1 		$152K Hold
2,330
– – ﹤0.01% 1373
2023
Q4 		$214K Buy
2,330
+225
+11% +$18.8K ﹤0.01% 1263
2023
Q3 		$149K Hold
2,105
– – ﹤0.01% 1389
2023
Q2 		$135K Buy
2,105
+40
+2% +$2.43K ﹤0.01% 1433
2023
Q1 		$136K Buy
2,065
+1,865
+933% +$109K ﹤0.01% 1407
2022
Q4 		$8K Buy
200
+40
+25% +$2.09K ﹤0.01% 2245
2022
Q3 		$8K Sell
160
-11,990
-99% -$913K ﹤0.01% 2235
2022
Q2 		$998K Buy
12,150
+4,500
+59% +$436K 0.01% 828
2022
Q1 		$958K Buy
7,650
+5,940
+347% +$872K 0.01% 888
2021
Q4 		$281K Sell
1,710
-2,340
-58% -$631K ﹤0.01% 1170
2021
Q3 		$1.27M Sell
4,050
-9,400
-70% -$3.54M 0.01% 835
2021
Q2 		$6.18M Buy
13,450
+11,090
+470% +$3.92M 0.04% 391
2021
Q1 		$769K Buy
2,360
+1,100
+87% +$431K ﹤0.01% 1050
2020
Q4 		$418K Buy
1,260
+60
+5% +$15.7K ﹤0.01% 1222
2020
Q3 		$227K Sell
1,200
-1,000
-45% -$158K ﹤0.01% 1271
2020
Q2 		$256K Sell
2,200
-200
-8% -$22.9K ﹤0.01% 1224
2020
Q1 		$210K Buy
2,400
+800
+50% +$92.1K ﹤0.01% 1179
2019
Q4 		$214K Sell
1,600
-17,500
-92% -$2.41M ﹤0.01% 1308
2019
Q3 		$1.94M Buy
19,100
+18,925
+10,814% +$2.31M 0.02% 658
2019
Q2 		$16K Hold
175
– – ﹤0.01% 1642
2019
Q1 		$11K Buy
+175
New +$9.36K ﹤0.01% 1725

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

Nisa Investment Advisors's ROKU Position: Q2 2026 in Review

Nisa Investment Advisors increased its Roku (ROKU) stake by 171% in Q2 2026, buying an estimated $141K and bringing the position to 1,831 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Nisa Investment Advisors first reported a position in ROKU in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.18M in Q2 2021. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Nisa Investment Advisors held 1,831 shares of Roku worth $253K as of Q2 2026.
  • Nisa Investment Advisors bought 1,155 Roku shares in Q2 2026, an estimated $141K.
  • Roku made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1174 holding.
  • Nisa Investment Advisors first reported a position in Roku in Q1 2019 and has held it in 30 quarters since.
  • Nisa Investment Advisors's Roku position peaked at $6.18M in Q2 2021.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.