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Wealthspire Advisors (New York)’s Roku ROKU Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-154
Closed -$15.4K – 2496
2025
Q3 		$15.4K Buy
+154
New +$14.2K ﹤0.01% 1815

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthspire Advisors (New York)'s ROKU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Roku (ROKU) in Q4 2025, closing a stake of 154 shares — an estimated $15.4K sold.

Wealthspire Advisors (New York) first reported a position in ROKU in Q3 2025 and held it in 1 quarter. The position peaked at $15.4K in Q3 2025. 706 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Roku position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 154 Roku shares in Q4 2025, an estimated $15.4K.
  • Wealthspire Advisors (New York) first reported a position in Roku in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Roku position peaked at $15.4K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.