Superior Planning, LLC’s Roku ROKU Stock Holding History

Superior Planning, LLC’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.53K	Buy	+56	New	+$8.43K	﹤0.01%	984

Other funds holding ROKU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's ROKU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Roku (ROKU) in Q3 2026: 56 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

493 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Superior Planning, LLC held 56 shares of Roku worth $8.53K as of Q3 2026.
Roku was a new Superior Planning, LLC position in Q3 2026.
Roku made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #984 holding.
493 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.