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Creative Planning ROKU Position History
Roku, Inc. • Technology
Quarters held
8
Latest value
$9.9M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $538 |
| Q4 2025 | $5.6M |
| Q1 2026 | $5M |
| Q2 2026 | $45K |
| Q2 2026 | $8.3M |
| Q3 2026 | $50K |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 64.7K | — | — |
| Q3 2026 | $50K | 327 | — | — |
| Q2 2026 | $8.3M | 60.2K | — | — |
| Q2 2026 | $45K | 322 | — | — |
| Q1 2026 | $5M | 52.5K | — | — |
| Q4 2025 | $5.6M | 51.5K | — | — |
| Q3 2025 | $538 | 5 | — | — |
| Q3 2025 | $4.2M | 42.1K | — | — |
Other funds holding ROKU
$568.5M
$568.5M
$330.4M
$305.5M
$260.2M
$253.7M