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Roku shares owned by Ball & Co Wealth Management

Quarter-by-quarter ownership of Roku (ROKU) shares owned by Ball & Co Wealth Management from 13F filings

Historical chart of Ball & Co Wealth Management investment in Roku

Tip: Access up to 7 years of quarterly data

All positions including Roku held by Ball & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roku by Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 300 100.00
2025-06-30 $26k 300 86.67
2025-03-31 $21k 300 70.00
2024-12-31 $22k 300 73.33

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Min Vol (USMV)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

Top funds holding Roku

FMR
Vanguard Group
ARK Investment Management
BlackRock
Susquehanna International
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Jane Street
Citadel Advisors
AQR Capital Management
Geode Capital Management
Acadian Asset Management
State Street Corporation
Two Sigma Investments
D. E. Shaw & Co

View all funds holding Roku