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Sequoia Financial Advisors’s Roku ROKU Stock Holding History

Sequoia 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 		$831K Buy
6,018
+1,102
+22% +$134K ﹤0.01% 1036
2026
Q1 		$465K Sell
4,916
-116
-2% -$11.3K ﹤0.01% 1311
2025
Q4 		$546K Buy
5,032
+370
+8% +$37.6K ﹤0.01% 1233
2025
Q3 		$467K Buy
4,662
+1,031
+28% +$95.1K ﹤0.01% 1177
2025
Q2 		$319K Buy
3,631
+12
+0.3% +$838 ﹤0.01% 1238
2025
Q1 		$255K Sell
3,619
-322
-8% -$25.8K ﹤0.01% 1140
2024
Q4 		$293K Sell
3,941
-780
-17% -$59.1K ﹤0.01% 1028
2024
Q3 		$352K Buy
4,721
+202
+4% +$12.9K ﹤0.01% 902
2024
Q2 		$271K Buy
4,519
+270
+6% +$15.8K ﹤0.01% 938
2024
Q1 		$277K Sell
4,249
-6,220
-59% -$484K ﹤0.01% 894
2023
Q4 		$960K Buy
10,469
+6,672
+176% +$558K 0.01% 537
2023
Q3 		$268K Buy
3,797
+327
+9% +$25.3K ﹤0.01% 734
2023
Q2 		$222K Buy
+3,470
New +$211K ﹤0.01% 821
2021
Q3 		– Sell
-534
Closed -$245K – 408
2021
Q2 		$245K Buy
+534
New +$189K 0.01% 416
2021
Q1 		– Sell
-691
Closed -$229K – 461
2020
Q4 		$229K Buy
+691
New +$181K 0.01% 368

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sequoia Financial Advisors's ROKU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Roku (ROKU) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 6,018 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Sequoia Financial Advisors first reported a position in ROKU in Q4 2020 and has held it in 15 quarters since. The position peaked at $960K in Q4 2023. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Sequoia Financial Advisors held 6,018 shares of Roku worth $831K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,102 Roku shares in Q2 2026, an estimated $134K.
  • Roku made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1036 holding.
  • Sequoia Financial Advisors first reported a position in Roku in Q4 2020 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Roku position peaked at $960K in Q4 2023.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.