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United Capital Financial Advisors’s Roku ROKU Stock Holding History

United Capital Financial Advisors’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 		$510K Sell
3,691
-806
-18% -$98.3K ﹤0.01% 1105
2026
Q1 		$426K Buy
4,497
+1,832
+69% +$178K ﹤0.01% 1150
2025
Q4 		$289K Buy
2,665
+138
+5% +$14K ﹤0.01% 1183
2025
Q3 		$253K Sell
2,527
-420
-14% -$38.7K ﹤0.01% 1074
2025
Q2 		$259K Buy
+2,947
New +$206K ﹤0.01% 973
2024
Q1 		– Sell
-2,321
Closed -$213K – 1119
2023
Q4 		$213K Buy
+2,321
New +$194K ﹤0.01% 984
2022
Q1 		– Sell
-1,450
Closed -$331K – 1212
2021
Q4 		$331K Sell
1,450
-88
-6% -$23.7K ﹤0.01% 996
2021
Q3 		$482K Sell
1,538
-1,655
-52% -$624K ﹤0.01% 870
2021
Q2 		$1.47M Buy
3,193
+2,158
+209% +$763K 0.01% 604
2021
Q1 		$337K Sell
1,035
-180
-15% -$70.5K ﹤0.01% 957
2020
Q4 		$403K Sell
1,215
-451
-27% -$118K ﹤0.01% 911
2020
Q3 		$315K Sell
1,666
-4,935
-75% -$780K ﹤0.01% 946
2020
Q2 		$769K Sell
6,601
-1,510
-19% -$173K 0.01% 734
2020
Q1 		$710K Sell
8,111
-237
-3% -$27.3K 0.01% 707
2019
Q4 		$1.12M Sell
8,348
-249
-3% -$34.2K 0.01% 736
2019
Q3 		$875K Sell
8,597
-3,281
-28% -$401K 0.01% 785
2019
Q2 		$1.08M Buy
11,878
+543
+5% +$43.6K 0.01% 789
2019
Q1 		$731K Buy
+11,335
New +$606K 0.01% 866
2018
Q4 		– Sell
-4,060
Closed -$297K – 1356
2018
Q3 		$297K Buy
+4,060
New +$233K ﹤0.01% 1113

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

United Capital Financial Advisors's ROKU Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Roku (ROKU) stake by 18% in Q2 2026, selling an estimated $98.3K and leaving 3,691 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

United Capital Financial Advisors first reported a position in ROKU in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.47M in Q2 2021. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • United Capital Financial Advisors held 3,691 shares of Roku worth $510K as of Q2 2026.
  • United Capital Financial Advisors sold 806 Roku shares in Q2 2026, an estimated $98.3K.
  • Roku made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1105 holding.
  • United Capital Financial Advisors first reported a position in Roku in Q3 2018 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Roku position peaked at $1.47M in Q2 2021.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.