Back to United Capital Financial Advisors, LLC United Capital Financial Advisors, LLC

ROKU

20 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in Roku, Inc.

Yes. United Capital Financial Advisors holds 3,691 shares of ROKU, worth $509,883, as of its Q2 2026 13F filing. It reduced the position by 806 shares (-17.9%) from Q1 2026. United Capital Financial Advisors has held ROKU since Q2 2025, across 5 quarterly 13F filings.

Current Value

$509,883

Current Shares

3,691

Total Value Change

-$221,117

Total Shares Change

-7,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,691
-17.9%
$509,8830.0%$138.14
0
2026-Q1
Increased
4,497
+68.7%
$425,5120.0%$94.62
35
2025-Q4
Increased
2,665
+5.5%
$289,1320.0%$108.49
25
2025-Q3
Decreased
2,527
-14.3%
$253,0340.0%$100.13
0
2025-Q2
New
2,947
-
$259,0170.0%$87.89
32
2024-Q1
Exited
0
-100.0%
$00.0%$65.17
0
2023-Q4
New
2,321
-
$212,7480.0%$91.66
32
2022-Q1
Exited
0
-100.0%
$00.0%$129.95
0
2021-Q4
Decreased
1,450
-5.7%
$331,0000.0%$236.20
0
2021-Q3
Decreased
1,538
-51.8%
$482,0000.0%$302.92
0
2021-Q2
Increased
3,193
+208.5%
$1.5M0.0%$440.48
41
2021-Q1
Decreased
1,035
-14.8%
$337,0000.0%$311.96
0
2020-Q4
Decreased
1,215
-27.1%
$403,0000.0%$338.74
0
2020-Q3
Decreased
1,666
-74.8%
$315,0000.0%$187.87
0
2020-Q2
Decreased
6,601
-18.6%
$769,0000.0%$115.05
0
2020-Q1
Decreased
8,111
-2.8%
$710,0000.0%$89.61
0
2019-Q4
Decreased
8,348
-2.9%
$1.1M0.0%$131.60
0
2019-Q3
Decreased
8,597
-27.6%
$875,0000.0%$99.74
0
2019-Q2
Increased
11,878
+4.8%
$1.1M0.0%$90.58
26
2019-Q1
First report
11,335
-
$731,0000.0%$64.51
0

Other major holders of ROKU: FMR LLC, ARK Investment Management LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used