Plante Moran Financial Advisors’s Roku ROKU Stock Holding History

Plante Moran Financial 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	$276	Buy	+2	New	+$244	﹤0.01%	1339
2022 Q1	–	Sell	-100	Closed	-$23K	–	973
2021 Q4	$23K	Hold	100	–	–	﹤0.01%	526
2021 Q3	$31K	Sell	100 -15	-13%	-$5.65K	0.01%	466
2021 Q2	$53K	Sell	115 -9	-7%	-$3.18K	0.01%	359
2021 Q1	$40K	Hold	124	–	–	0.01%	411
2020 Q4	$41K	Sell	124 -50	-29%	-$13.1K	0.01%	393
2020 Q3	$33K	Buy	174 +13	+8%	+$2.06K	0.01%	394
2020 Q2	$19K	Buy	161 +42	+35%	+$4.8K	0.01%	441
2020 Q1	$10K	Sell	119 -75	-39%	-$8.63K	﹤0.01%	500
2019 Q4	$26K	Buy	194 +94	+94%	+$12.9K	0.01%	419
2019 Q3	$10K	Sell	100 -100	-50%	-$12.2K	﹤0.01%	596
2019 Q2	$18K	Hold	200	–	–	0.01%	491
2019 Q1	$13K	Buy	+200	New	+$10.7K	﹤0.01%	525

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Plante Moran Financial Advisors's ROKU Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Roku (ROKU) in Q2 2026: 2 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ROKU as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in ROKU in Q1 2019 and has held it in 13 quarters since. The position peaked at $53K in Q2 2021. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of Roku worth $276 as of Q2 2026.
Roku was a new Plante Moran Financial Advisors position in Q2 2026.
Roku made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1339 holding.
Plante Moran Financial Advisors first reported a position in Roku in Q1 2019 and has held it in 13 quarters since.
Plante Moran Financial Advisors's Roku position peaked at $53K in Q2 2021.
786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.