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United Financial Planning Group’s Roku ROKU Stock Holding History

United Financial Planning 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 		– Sell
-20
Closed -$2.17K – 587
2025
Q4 		$2.17K Buy
+20
New +$2.03K ﹤0.01% 329

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 $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

United Financial Planning Group's ROKU Position: Q1 2026 in Review

United Financial Planning Group sold out of Roku (ROKU) in Q1 2026, closing a stake of 20 shares — an estimated $2.17K sold.

United Financial Planning Group first reported a position in ROKU in Q4 2025 and held it in 1 quarter. The position peaked at $2.17K in Q4 2025. 697 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • United Financial Planning Group reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 20 Roku shares in Q1 2026, an estimated $2.17K.
  • United Financial Planning Group first reported a position in Roku in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Roku position peaked at $2.17K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.