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SHP Wealth Management’s Roku ROKU Stock Holding History

SHP Wealth Management’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 		$15.1K Buy
160
+12
+8% +$1.17K ﹤0.01% 799
2025
Q4 		$16.1K Buy
+148
New +$15K ﹤0.01% 731

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SHP Wealth Management's ROKU Position: Q1 2026 in Review

SHP Wealth Management increased its Roku (ROKU) stake by 8.1% in Q1 2026, buying an estimated $1.17K and bringing the position to 160 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

SHP Wealth Management first reported a position in ROKU in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.1K in Q4 2025. 694 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • SHP Wealth Management held 160 shares of Roku worth $15.1K as of Q1 2026.
  • SHP Wealth Management bought 12 Roku shares in Q1 2026, an estimated $1.17K.
  • Roku made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #799 holding.
  • SHP Wealth Management first reported a position in Roku in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Roku position peaked at $16.1K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.