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Roku shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Roku

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Roku by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 1.7k 138.14

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View all positions for WealthPlan Investment Management

Top funds holding Roku

FMR
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Susquehanna International
ARK Investment Management
Jane Street
Geode Capital Management
Acadian Asset Management
Schroder Investment Management Group
State Street Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Nikko Asset Management Americas

View all funds holding Roku