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Northwest & Ethical Investments’s Roku ROKU Stock Holding History

Northwest & Ethical Investments’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
2025
Q1 		– Sell
-79
Closed -$19.2K – 522
2024
Q4 		$19.2K Buy
+79
New +$5.99K ﹤0.01% 473

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northwest & Ethical Investments's ROKU Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Roku (ROKU) stake by 62% in Q1 2026, buying an estimated $156K and bringing the position to 4,202 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #413.

Northwest & Ethical Investments first reported a position in ROKU in Q4 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Northwest & Ethical Investments held 4,202 shares of Roku worth $413K as of Q1 2026.
  • Northwest & Ethical Investments bought 1,602 Roku shares in Q1 2026, an estimated $156K.
  • Roku made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #413 holding.
  • Northwest & Ethical Investments first reported a position in Roku in Q4 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.