Toth Financial Advisory’s Roku ROKU Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-1	Closed	-$95	–	986
2026 Q1	$95	Hold	1	–	–	﹤0.01%	903
2025 Q4	$109	Buy	+1	New	+$101	﹤0.01%	887
2020 Q1	–	Sell	-100	Closed	-$13K	–	506
2019 Q4	$13K	Hold	100	–	–	﹤0.01%	285
2019 Q3	$10K	Hold	100	–	–	﹤0.01%	316
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	328
2019 Q1	$6K	Buy	+100	New	+$5.35K	﹤0.01%	336
2018 Q1	–	Sell	-750	Closed	-$39K	–	454
2017 Q4	$39K	Buy	+750	New	+$25.8K	0.01%	227

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Toth Financial Advisory's ROKU Position: Q2 2026 in Review

Toth Financial Advisory sold out of Roku (ROKU) in Q2 2026, closing a stake of 1 share — an estimated $95 sold.

Toth Financial Advisory first reported a position in ROKU in Q4 2017 and held it in 7 quarters. The position peaked at $39K in Q4 2017. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Toth Financial Advisory reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 Roku share in Q2 2026, an estimated $95.
Toth Financial Advisory first reported a position in Roku in Q4 2017 and held it in 7 quarters.
Toth Financial Advisory's Roku position peaked at $39K in Q4 2017.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.