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United Advisor Group’s Roku ROKU Stock Holding History

United Advisor Group’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 		$714K Buy
7,550
+75
+1% +$7.3K 0.09% 230
2025
Q4 		$811K Sell
7,475
-7,355
-50% -$746K 0.1% 210
2025
Q3 		$1.48M Buy
+14,830
New +$1.37M 0.2% 118
2025
Q1 		– Sell
-14,430
Closed -$1.07M – 383
2024
Q4 		$1.07M Buy
14,430
+130
+0.9% +$9.85K 0.21% 115
2024
Q3 		$1.07M Buy
+14,300
New +$916K 0.24% 99

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

United Advisor Group's ROKU Position: Q1 2026 in Review

United Advisor Group increased its Roku (ROKU) stake by 1% in Q1 2026, buying an estimated $7.3K and bringing the position to 7,550 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #230.

United Advisor Group first reported a position in ROKU in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.48M in Q3 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • United Advisor Group held 7,550 shares of Roku worth $714K as of Q1 2026.
  • United Advisor Group bought 75 Roku shares in Q1 2026, an estimated $7.3K.
  • Roku made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #230 holding.
  • United Advisor Group first reported a position in Roku in Q3 2024 and has held it in 5 quarters since.
  • United Advisor Group's Roku position peaked at $1.48M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.