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Prime Capital Investment Advisors’s Roku ROKU Stock Holding History

Prime Capital 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
-100
Closed -$1K – 435
2022
Q2 		$1K Buy
+100
New +$9.69K ﹤0.01% 394

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Prime Capital Investment Advisors's ROKU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Roku (ROKU) stake by 5.2% in Q2 2026, selling an estimated $23.8K and leaving 3,587 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Prime Capital Investment Advisors first reported a position in ROKU in Q1 2018 and has held it in 28 quarters since. The position peaked at $4.33M in Q3 2021. 461 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Prime Capital Investment Advisors held 3,587 shares of Roku worth $496K as of Q2 2026.
  • Prime Capital Investment Advisors sold 195 Roku shares in Q2 2026, an estimated $23.8K.
  • Roku made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #704 holding.
  • Prime Capital Investment Advisors first reported a position in Roku in Q1 2018 and has held it in 28 quarters since.
  • Prime Capital Investment Advisors's Roku position peaked at $4.33M in Q3 2021.
  • 461 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.