Summit Financial’s Roku ROKU Stock Holding History

Summit Financial’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	$260K	Buy	2,748 +6	+0.2%	+$584	﹤0.01%	1251
2025 Q4	$297K	Sell	2,742 -472	-15%	-$47.9K	﹤0.01%	1091
2025 Q3	$322K	Buy	3,214 +124	+4%	+$11.4K	﹤0.01%	1037
2025 Q2	$272K	Buy	+3,090	New	+$216K	0.01%	712
2021 Q4	–	Sell	-675	Closed	-$212K	–	246
2021 Q3	$212K	Sell	675 -25	-4%	-$9.42K	0.02%	214
2021 Q2	$321K	Buy	+700	New	+$248K	0.03%	123

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

Summit Financial's ROKU Position: Q1 2026 in Review

Summit Financial increased its Roku (ROKU) stake by 0.22% in Q1 2026, buying an estimated $584 and bringing the position to 2,748 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Summit Financial first reported a position in ROKU in Q2 2021 and has held it in 6 quarters since. The position peaked at $322K in Q3 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Summit Financial held 2,748 shares of Roku worth $260K as of Q1 2026.
Summit Financial bought 6 Roku shares in Q1 2026, an estimated $584.
Roku made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1251 holding.
Summit Financial first reported a position in Roku in Q2 2021 and has held it in 6 quarters since.
Summit Financial's Roku position peaked at $322K in Q3 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.