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Roku shares owned by Sherman Wealth Management

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

Historical chart of Sherman Wealth Management investment in Roku

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Roku by Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 3.0k 108.49

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Proshares Tr Ultrapro Qqq (TQQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman Wealth Management

Top funds holding Roku

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

View all funds holding Roku