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Principal Securities’s Roku ROKU Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,002
Closed -$100K – 3075
2025
Q3 		$100K Buy
1,002
+835
+500% +$77K ﹤0.01% 1593
2025
Q2 		$14.7K Buy
167
+11
+7% +$768 ﹤0.01% 2467
2025
Q1 		$11.6K Hold
156
– – ﹤0.01% 2457
2024
Q4 		$11.6K Buy
156
+7
+5% +$530 ﹤0.01% 2453
2024
Q3 		$11.1K Sell
149
-68
-31% -$4.36K ﹤0.01% 2394
2024
Q2 		$13K Sell
217
-18
-8% -$1.05K ﹤0.01% 2276
2024
Q1 		$15.3K Buy
235
+79
+51% +$6.15K ﹤0.01% 2140
2023
Q4 		$14.3K Buy
+156
New +$13K ﹤0.01% 2086

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Principal Securities's ROKU Position: Q4 2025 in Review

Principal Securities sold out of Roku (ROKU) in Q4 2025, closing a stake of 1,002 shares — an estimated $100K sold.

Principal Securities first reported a position in ROKU in Q4 2023 and held it in 8 quarters. The position peaked at $100K in Q3 2025. 705 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

  • Principal Securities reported no remaining Roku position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,002 Roku shares in Q4 2025, an estimated $100K.
  • Principal Securities first reported a position in Roku in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Roku position peaked at $100K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.