Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

ROKUROKU
19 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ROKU INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 4,497 shares of ROKU (ROKU INC), worth $425,512 as of 2026-Q1. The position was increased (+68.7% shares). ROKU represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$425,512

Current Shares

4,497

Total Value Change

-$305,488

Total Shares Change

-6,838

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4,497
+68.7%
$425,5120.0%$94.07
35
2025-Q4
Increased
2,665
+5.5%
$289,1320.0%$110.82
25
2025-Q3
Decreased
2,527
-14.3%
$253,0340.0%$100.08
0
2025-Q2
New
2,947
-
$259,0170.0%$86.94
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
New
11,335
-
$731,0000.0%$64.51
34

Other major holders of ROKU: BNP PARIBAS FINANCIAL MARKETS, ARK Investment Management LLC, FMR LLC, BlackRock, Inc.

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