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Sunbelt Securities’s Roku ROKU Stock Holding History

Sunbelt Securities’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 		$15K Sell
159
-17
-10% -$1.66K ﹤0.01% 1379
2025
Q4 		$19.1K Sell
176
-3
-2% -$304 ﹤0.01% 1267
2025
Q3 		$17.9K Sell
179
-94
-34% -$8.67K ﹤0.01% 1293
2025
Q2 		$20.3K Hold
273
– – ﹤0.01% 1168
2025
Q1 		$19.2K Hold
273
– – ﹤0.01% 1130
2024
Q4 		$20.4K Hold
273
– – ﹤0.01% 1165
2024
Q3 		$20.4K Sell
273
-150
-35% -$9.61K ﹤0.01% 1165
2024
Q2 		$25.4K Sell
423
-81
-16% -$4.75K ﹤0.01% 1068
2024
Q1 		$32.8K Sell
504
-100
-17% -$7.78K ﹤0.01% 972
2023
Q4 		$55.4K Buy
604
+36
+6% +$3.01K 0.01% 795
2023
Q3 		$40.1K Sell
568
-168
-23% -$13K 0.01% 854
2023
Q2 		$47.1K Hold
736
– – 0.01% 815
2023
Q1 		$45.4K Buy
+736
New +$43.1K 0.01% 772
2019
Q1 		– Sell
-2,881
Closed -$381K – 242
2018
Q4 		$381K Buy
+2,881
New +$136K 0.22% 124

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $225B AUM 49.49% 1-Year Est. Return

Sunbelt Securities's ROKU Position: Q1 2026 in Review

Sunbelt Securities reduced its Roku (ROKU) stake by 9.7% in Q1 2026, selling an estimated $1.66K and leaving 159 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Sunbelt Securities first reported a position in ROKU in Q4 2018 and has held it in 14 quarters since. The position peaked at $381K in Q4 2018. 697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Sunbelt Securities held 159 shares of Roku worth $15K as of Q1 2026.
  • Sunbelt Securities sold 17 Roku shares in Q1 2026, an estimated $1.66K.
  • Roku made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1379 holding.
  • Sunbelt Securities first reported a position in Roku in Q4 2018 and has held it in 14 quarters since.
  • Sunbelt Securities's Roku position peaked at $381K in Q4 2018.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.