Wealthfront Advisers
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Wealthfront Advisers’s Roku ROKU Stock Holding History

Wealthfront Advisers’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
Q3 		$647K Sell
4,250
-230
-5% -$34.6K ﹤0.01% 815
2026
Q2 		$619K Sell
4,480
-367
-8% -$44.8K ﹤0.01% 820
2026
Q1 		$459K Sell
4,847
-14
-0.3% -$1.36K ﹤0.01% 856
2025
Q4 		$527K Sell
4,861
-123
-2% -$12.5K ﹤0.01% 812
2025
Q3 		$499K Sell
4,984
-1,662
-25% -$153K ﹤0.01% 822
2025
Q2 		$584K Buy
6,646
+1,012
+18% +$70.7K ﹤0.01% 771
2025
Q1 		$397K Buy
5,634
+472
+9% +$37.8K ﹤0.01% 812
2024
Q4 		$384K Buy
5,162
+247
+5% +$18.7K ﹤0.01% 809
2024
Q3 		$367K Sell
4,915
-1,481
-23% -$94.9K ﹤0.01% 807
2024
Q2 		$383K Sell
6,396
-11,335
-64% -$665K ﹤0.01% 774
2024
Q1 		$1.16M Buy
17,731
+8,215
+86% +$639K ﹤0.01% 589
2023
Q4 		$872K Sell
9,516
-1,732
-15% -$145K ﹤0.01% 616
2023
Q3 		$794K Buy
11,248
+1,793
+19% +$139K ﹤0.01% 601
2023
Q2 		$605K Buy
9,455
+2,286
+32% +$139K ﹤0.01% 650
2023
Q1 		$472K Buy
+7,169
New +$420K ﹤0.01% 673
2022
Q3 		– Sell
-3,631
Closed -$298K – 784
2022
Q2 		$298K Buy
3,631
+785
+28% +$76.1K ﹤0.01% 686
2022
Q1 		$357K Buy
2,846
+1,306
+85% +$192K ﹤0.01% 689
2021
Q4 		$351K Sell
1,540
-3,574
-70% -$964K ﹤0.01% 649
2021
Q3 		$1.6M Buy
5,114
+2,262
+79% +$852K 0.01% 390
2021
Q2 		$1.31M Buy
+2,852
New +$1.01M 0.01% 392

Other funds holding ROKU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealthfront Advisers's ROKU Position: Q3 2026 in Review

Wealthfront Advisers reduced its Roku (ROKU) stake by 5.1% in Q3 2026, selling an estimated $34.6K and leaving 4,250 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Wealthfront Advisers first reported a position in ROKU in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q3 2021. 493 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Wealthfront Advisers held 4,250 shares of Roku worth $647K as of Q3 2026.
  • Wealthfront Advisers sold 230 Roku shares in Q3 2026, an estimated $34.6K.
  • Roku made up ﹤0.01% of Wealthfront Advisers's portfolio in Q3 2026, its #815 holding.
  • Wealthfront Advisers first reported a position in Roku in Q2 2021 and has held it in 20 quarters since.
  • Wealthfront Advisers's Roku position peaked at $1.6M in Q3 2021.
  • 493 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Wealthfront Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.