Position in ROKU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,636
+$2,079 QoQ
Shares Held
1,561
-30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#548
of 775 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,641,990 across 8 Entertainment names. ROKU ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
17,868 | $1,275,775 | |
| 2 | MSGS |
Madison Square Garden Sports Corp.
|
2,429 | $976,069 | |
| 3 | DIS |
Walt Disney Co
|
7,059 | $679,428 | |
| 4 | NWSA |
News Corp
|
21,636 | $537,221 | |
| 5 | FOXA |
Fox Corp
|
7,250 | $339,590 | |
| 6 | PSKY |
Paramount Skydance Corp
|
33,152 | $326,878 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,930 | $291,393 | |
| 8 | ROKU |
Roku, Inc
This page
|
1,561 | $215,636 |
All Filings in ROKU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,636 | 1,561 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $213,557 | 2,257 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $590,077 | 5,439 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||