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Aaron Wealth Advisors’s Roku ROKU Stock Holding History

Aaron Wealth Advisors’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
Q2 		$919K Buy
6,651
+2,630
+65% +$321K 0.05% 266
2026
Q1 		$380K Sell
4,021
-4,695
-54% -$457K 0.02% 467
2025
Q4 		$946K Buy
8,716
+4,012
+85% +$407K 0.05% 261
2025
Q3 		$471K Buy
4,704
+1,754
+59% +$162K 0.03% 429
2025
Q2 		$259K Buy
+2,950
New +$206K 0.03% 397

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Aaron Wealth Advisors's ROKU Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Roku (ROKU) stake by 65% in Q2 2026, buying an estimated $321K and bringing the position to 6,651 shares worth $919K. The position accounts for 0.05% of the portfolio, ranked #266.

Aaron Wealth Advisors first reported a position in ROKU in Q2 2025 and has held it in 5 quarters since. The position peaked at $946K in Q4 2025. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Aaron Wealth Advisors held 6,651 shares of Roku worth $919K as of Q2 2026.
  • Aaron Wealth Advisors bought 2,630 Roku shares in Q2 2026, an estimated $321K.
  • Roku made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Aaron Wealth Advisors first reported a position in Roku in Q2 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Roku position peaked at $946K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.