Savvy Advisors Inc’s Roku ROKU Stock Holding History

Savvy Advisors Inc’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 Q1	–	Sell	-2,269	Closed	-$246K	–	1206
2025 Q4	$246K	Buy	+2,269	New	+$230K	0.01%	863

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Savvy Advisors Inc's ROKU Position: Q1 2026 in Review

Savvy Advisors Inc sold out of Roku (ROKU) in Q1 2026, closing a stake of 2,269 shares — an estimated $246K sold.

Savvy Advisors Inc first reported a position in ROKU in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Savvy Advisors Inc reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
Savvy Advisors Inc sold 2,269 Roku shares in Q1 2026, an estimated $246K.
Savvy Advisors Inc first reported a position in Roku in Q4 2025 and held it in 1 quarter.
Savvy Advisors Inc's Roku position peaked at $246K in Q4 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.