Question 1

Does United Capital Financial Advisors own ROKU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, United Capital Financial Advisors holds 3,691 shares of ROKU, worth $509,883.

Question 2

How many shares of ROKU does United Capital Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors holds 3,691 shares of ROKU.

Question 3

What is United Capital Financial Advisors' ROKU position worth?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors' ROKU position is worth $509,883.

Question 4

Is United Capital Financial Advisors buying or selling ROKU?

Accepted Answer

In Q2 2026, United Capital Financial Advisors reduced its ROKU position by 806 shares (-17.9%).

Question 5

When did United Capital Financial Advisors first buy ROKU?

Accepted Answer

United Capital Financial Advisors already held ROKU in its Q1 2019 13F, the earliest on record, and has listed it in 18 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,691	-17.9%	$509,883	0.0%	$138.14	0
2026-Q1	Increased	4,497	+68.7%	$425,512	0.0%	$94.62	35
2025-Q4	Increased	2,665	+5.5%	$289,132	0.0%	$108.49	25
2025-Q3	Decreased	2,527	-14.3%	$253,034	0.0%	$100.13	0
2025-Q2	New	2,947	—	$259,017	0.0%	$87.89	32