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Wood Tarver Financial Group’s Roku ROKU Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-45
Closed -$3K – 537
2025
Q2 		$3K Hold
45
– – ﹤0.01% 501
2025
Q1 		$3.17K Hold
45
– – ﹤0.01% 496
2024
Q4 		$3K Buy
+45
New +$3.41K ﹤0.01% 488

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wood Tarver Financial Group's ROKU Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Roku (ROKU) in Q3 2025, closing a stake of 45 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in ROKU in Q4 2024 and held it in 3 quarters. The position peaked at $3.17K in Q1 2025. 610 funds tracked by Wall St. Rank hold ROKU as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Roku position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 45 Roku shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Roku in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Roku position peaked at $3.17K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Roku as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.