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Osbon Capital Management’s Roku ROKU Stock Holding History

Osbon Capital Management’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 		$39.3K Hold
415
– – 0.03% 169
2025
Q4 		$45K Buy
+415
New +$42.1K 0.04% 121

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

Osbon Capital Management's ROKU Position: Q1 2026 in Review

Osbon Capital Management held its Roku (ROKU) position steady in Q1 2026 at 415 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #169.

Osbon Capital Management first reported a position in ROKU in Q4 2025 and has held it in 2 quarters since. The position peaked at $45K in Q4 2025. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Osbon Capital Management held 415 shares of Roku worth $39.3K as of Q1 2026.
  • Osbon Capital Management left its Roku share count unchanged in Q1 2026.
  • Roku made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #169 holding.
  • Osbon Capital Management first reported a position in Roku in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Roku position peaked at $45K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.