Wealth Architects’s Roku ROKU Stock Holding History

Wealth Architects’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	-2,403	Closed	-$261K	–	252
2025 Q4	$261K	Hold	2,403	–	–	0.02%	196
2025 Q3	$241K	Buy	+2,403	New	+$222K	0.02%	201
2020 Q3	–	Sell	-14,077	Closed	-$1.64M	–	154
2020 Q2	$1.64M	Buy	+14,077	New	+$1.61M	0.46%	29
2019 Q3	–	Sell	-9,616	Closed	-$871K	–	140
2019 Q2	$871K	Buy	+9,616	New	+$772K	0.26%	39

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Architects's ROKU Position: Q1 2026 in Review

Wealth Architects sold out of Roku (ROKU) in Q1 2026, closing a stake of 2,403 shares — an estimated $261K sold.

Wealth Architects first reported a position in ROKU in Q2 2019 and held it in 4 quarters. The position peaked at $1.64M in Q2 2020. 695 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Wealth Architects reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
Wealth Architects sold 2,403 Roku shares in Q1 2026, an estimated $261K.
Wealth Architects first reported a position in Roku in Q2 2019 and held it in 4 quarters.
Wealth Architects's Roku position peaked at $1.64M in Q2 2020.
695 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.