SOA Wealth Advisors’s Roku ROKU Stock Holding History

SOA Wealth 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 Q3	–	Sell	-46	Closed	-$6.35K	–	887
2026 Q2	$6.35K	Buy	+46	New	+$5.61K	﹤0.01%	675
2022 Q2	–	Sell	-369	Closed	-$46K	–	998
2022 Q1	$46K	Buy	369 +294	+392%	+$43.1K	0.01%	324
2021 Q4	$17K	Hold	75	–	–	﹤0.01%	474
2021 Q3	$23K	Sell	75 -50	-40%	-$18.8K	0.01%	433
2021 Q2	$57K	Buy	+125	New	+$44.2K	0.01%	295

Other funds holding ROKU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SOA Wealth Advisors's ROKU Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Roku (ROKU) in Q3 2026, closing a stake of 46 shares — an estimated $6.35K sold.

SOA Wealth Advisors first reported a position in ROKU in Q2 2021 and held it in 5 quarters. The position peaked at $57K in Q2 2021. 442 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

SOA Wealth Advisors reported no remaining Roku position as of Q3 2026 after selling out during the quarter.
SOA Wealth Advisors sold 46 Roku shares in Q3 2026, an estimated $6.35K.
SOA Wealth Advisors first reported a position in Roku in Q2 2021 and held it in 5 quarters.
SOA Wealth Advisors's Roku position peaked at $57K in Q2 2021.
442 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.