Physician Wealth Advisors’s Roku ROKU Stock Holding History

Physician Wealth 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	$3.32K	Buy	24 +7	+41%	+$854	﹤0.01%	1284
2026 Q1	$1.61K	Hold	17	–	–	﹤0.01%	1445
2025 Q4	$1.84K	Hold	17	–	–	﹤0.01%	1323
2025 Q3	$1.7K	Sell	17 -72	-81%	-$6.64K	﹤0.01%	1303
2025 Q2	$7.82K	Buy	89 +17	+24%	+$1.19K	﹤0.01%	694
2025 Q1	$5.07K	Hold	72	–	–	﹤0.01%	732
2024 Q4	$5.35K	Buy	+72	New	+$5.46K	﹤0.01%	727

Other funds holding ROKU

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's ROKU Position: Q2 2026 in Review

Physician Wealth Advisors increased its Roku (ROKU) stake by 41% in Q2 2026, buying an estimated $854 and bringing the position to 24 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Physician Wealth Advisors first reported a position in ROKU in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.82K in Q2 2025. 103 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Physician Wealth Advisors held 24 shares of Roku worth $3.32K as of Q2 2026.
Physician Wealth Advisors bought 7 Roku shares in Q2 2026, an estimated $854.
Roku made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1284 holding.
Physician Wealth Advisors first reported a position in Roku in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Roku position peaked at $7.82K in Q2 2025.
103 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.