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Vantage Financial Partners (Wisconsin)’s Roku ROKU Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$369K Hold
3,400
– – 0.07% 144
2025
Q3 		$340K Buy
3,400
+200
+6% +$18.4K 0.07% 150
2025
Q2 		$281K Buy
+3,200
New +$224K 0.06% 158

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ROKU Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Roku (ROKU) position steady in Q4 2025 at 3,400 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #144.

Vantage Financial Partners (Wisconsin) first reported a position in ROKU in Q2 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,400 shares of Roku worth $369K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Roku share count unchanged in Q4 2025.
  • Roku made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #144 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Roku in Q2 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.