West Tower Group’s Roku ROKU Stock Holding History

West Tower Group’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	$1.23M	Sell	12,950 -500	-4%	-$48.7K	3.82%	7
2025 Q4	$1.46M	Buy	13,450 +2,450	+22%	+$249K	3.29%	6
2025 Q3	$1.1M	Buy	11,000 +3,000	+38%	+$277K	3.19%	11
2025 Q2	$703K	Buy	8,000 +4,500	+129%	+$314K	1.53%	18
2025 Q1	$247K	Buy	+3,500	New	+$280K	0.65%	54

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

West Tower Group's ROKU Position: Q1 2026 in Review

West Tower Group reduced its Roku (ROKU) stake by 3.7% in Q1 2026, selling an estimated $48.7K and leaving 12,950 shares worth $1.23M. The position accounts for 3.82% of the portfolio, ranked #7.

West Tower Group first reported a position in ROKU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

West Tower Group held 12,950 shares of Roku worth $1.23M as of Q1 2026.
West Tower Group sold 500 Roku shares in Q1 2026, an estimated $48.7K.
Roku made up 3.82% of West Tower Group's portfolio in Q1 2026, its #7 holding.
West Tower Group first reported a position in Roku in Q1 2025 and has held it in 5 quarters since.
West Tower Group's Roku position peaked at $1.46M in Q4 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.