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Optimum Investment Advisors’s Roku ROKU Stock Holding History

Optimum 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
2022
Q3 		– Sell
-600
Closed -$1K – 874
2022
Q2 		$1K Buy
+600
New +$58.1K ﹤0.01% 803

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's ROKU Position: Q3 2025 in Review

Optimum Investment Advisors held its Roku (ROKU) position steady in Q3 2025 at 76 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Optimum Investment Advisors first reported a position in ROKU in Q1 2018 and has held it in 28 quarters since. The position peaked at $268K in Q4 2020. 611 funds tracked by Wall St. Rank hold ROKU as of Q3 2025.

  • Optimum Investment Advisors held 76 shares of Roku worth $7.61K as of Q3 2025.
  • Optimum Investment Advisors left its Roku share count unchanged in Q3 2025.
  • Roku made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #524 holding.
  • Optimum Investment Advisors first reported a position in Roku in Q1 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's Roku position peaked at $268K in Q4 2020.
  • 611 funds tracked by Wall St. Rank held Roku as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.