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Prospera Financial Services’s Roku ROKU Stock Holding History

Prospera Financial Services’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 		$7.88M Sell
57,070
-25,954
-31% -$3.17M 0.11% 193
2026
Q1 		$7.86M Buy
83,024
+47,653
+135% +$4.64M 0.13% 176
2025
Q4 		$3.84M Buy
35,371
+31,561
+828% +$3.2M 0.06% 311
2025
Q3 		$381K Sell
3,810
-10,817
-74% -$998K 0.01% 1055
2025
Q2 		$1.29M Buy
+14,627
New +$1.02M 0.02% 584
2024
Q4 		– Sell
-3,388
Closed -$253K – 1177
2024
Q3 		$253K Sell
3,388
-879
-21% -$56.3K 0.01% 986
2024
Q2 		$256K Sell
4,267
-1,840
-30% -$108K 0.01% 978
2024
Q1 		$398K Buy
6,107
+1,631
+36% +$127K 0.01% 786
2023
Q4 		$410K Sell
4,476
-126
-3% -$10.5K 0.01% 724
2023
Q3 		$325K Buy
+4,602
New +$356K 0.01% 771
2022
Q3 		– Sell
-1,285
Closed -$106K – 1431
2022
Q2 		$106K Sell
1,285
-248
-16% -$24K 0.01% 885
2022
Q1 		$192K Sell
1,533
-163
-10% -$23.9K 0.01% 898
2021
Q4 		$387K Buy
+1,696
New +$457K 0.02% 639
2021
Q3 		– Sell
-3,397
Closed -$1.56M – 844
2021
Q2 		$1.56M Buy
3,397
+184
+6% +$65.1K 0.08% 285
2021
Q1 		$1.05M Buy
+3,213
New +$1.26M 0.06% 332
2020
Q4 		– Sell
-202
Closed -$38K – 1374
2020
Q3 		$38K Buy
+202
New +$31.9K 0.01% 708
2020
Q2 		– Sell
-15,189
Closed -$1.33M – 599
2020
Q1 		$1.33M Sell
15,189
-805
-5% -$92.7K 0.14% 176
2019
Q4 		$2.14M Buy
+15,994
New +$2.2M 0.17% 153
2019
Q3 		– Sell
-2,717
Closed -$263K – 562
2019
Q2 		$263K Buy
+2,717
New +$218K 0.03% 428

Other funds holding ROKU

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Prospera Financial Services's ROKU Position: Q2 2026 in Review

Prospera Financial Services reduced its Roku (ROKU) stake by 31% in Q2 2026, selling an estimated $3.17M and leaving 57,070 shares worth $7.88M. The position accounts for 0.11% of the portfolio, ranked #193.

Prospera Financial Services first reported a position in ROKU in Q2 2019 and has held it in 19 quarters since. 81 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Prospera Financial Services held 57,070 shares of Roku worth $7.88M as of Q2 2026.
  • Prospera Financial Services sold 25,954 Roku shares in Q2 2026, an estimated $3.17M.
  • Roku made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #193 holding.
  • Prospera Financial Services first reported a position in Roku in Q2 2019 and has held it in 19 quarters since.
  • 81 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.