TD Private Client Wealth’s Roku ROKU Stock Holding History

TD Private Client Wealth’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	$3.2K	Buy	21 +2	+11%	+$301	﹤0.01%	1296
2026 Q2	$2.62K	Buy	+19	New	+$2.32K	﹤0.01%	1326
2026 Q1	–	Sell	-8	Closed	-$868	–	1723
2025 Q4	$868	Hold	8	–	–	﹤0.01%	1395
2025 Q3	$801	Buy	+8	New	+$738	﹤0.01%	1373
2023 Q1	–	Sell	-9	Closed	-$366	–	1266
2022 Q4	$366	Buy	+9	New	+$470	﹤0.01%	1191
2022 Q2	–	Sell	-3	Closed	-$376	–	1284
2022 Q1	$376	Sell	3 -10	-77%	-$1.47K	﹤0.01%	1249
2021 Q4	$2.97K	Sell	13 -8	-38%	-$2.16K	﹤0.01%	986
2021 Q3	$6.58K	Hold	21	–	–	﹤0.01%	939
2021 Q2	$9.6K	Hold	21	–	–	﹤0.01%	914
2021 Q1	$6.84K	Sell	21 -7	-25%	-$2.74K	﹤0.01%	909
2020 Q4	$9.3K	Hold	28	–	–	﹤0.01%	854
2020 Q3	$5.29K	Buy	28 +3	+12%	+$474	﹤0.01%	838
2020 Q2	$2.91K	Hold	25	–	–	﹤0.01%	875
2020 Q1	$2.19K	Sell	25 -14	-36%	-$1.61K	﹤0.01%	871
2019 Q4	$5.22K	Buy	+39	New	+$5.36K	﹤0.01%	812

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

Renaissance Technologies New York $73.4B AUM 32.8% 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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

TD Private Client Wealth's ROKU Position: Q3 2026 in Review

TD Private Client Wealth increased its Roku (ROKU) stake by 11% in Q3 2026, buying an estimated $301 and bringing the position to 21 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

TD Private Client Wealth first reported a position in ROKU in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.6K in Q2 2021. 492 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

TD Private Client Wealth held 21 shares of Roku worth $3.2K as of Q3 2026.
TD Private Client Wealth bought 2 Roku shares in Q3 2026, an estimated $301.
Roku made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1296 holding.
TD Private Client Wealth first reported a position in Roku in Q4 2019 and has held it in 15 quarters since.
TD Private Client Wealth's Roku position peaked at $9.6K in Q2 2021.
492 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.