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WCG Wealth Advisors’s Roku ROKU Stock Holding History

WCG Wealth 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
Q1 		$2.18M Buy
22,998
+3,276
+17% +$319K 0.06% 259
2025
Q4 		$2.14M Buy
+19,722
New +$2M 0.06% 252

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

WCG Wealth Advisors's ROKU Position: Q1 2026 in Review

WCG Wealth Advisors increased its Roku (ROKU) stake by 17% in Q1 2026, buying an estimated $319K and bringing the position to 22,998 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #259.

WCG Wealth Advisors first reported a position in ROKU in Q4 2025 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • WCG Wealth Advisors held 22,998 shares of Roku worth $2.18M as of Q1 2026.
  • WCG Wealth Advisors bought 3,276 Roku shares in Q1 2026, an estimated $319K.
  • Roku made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • WCG Wealth Advisors first reported a position in Roku in Q4 2025 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.