Abound Wealth Management’s Roku ROKU Stock Holding History

Abound Wealth Management’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	$691	Sell	5 -5	-50%	-$610	﹤0.01%	890
2026 Q1	$909	Buy	10 +8	+400%	+$779	﹤0.01%	990
2025 Q4	$174	Buy	+2	New	+$203	﹤0.01%	1231
2024 Q2	–	Sell	-95	Closed	-$6.19K	–	1285
2024 Q1	$6.19K	Buy	95 +94	+9,400%	+$7.31K	﹤0.01%	469
2023 Q4	$92	Hold	1	–	–	﹤0.01%	1291
2023 Q3	$71	Hold	1	–	–	﹤0.01%	1156
2023 Q2	$64	Buy	+1	New	+$61	﹤0.01%	1183

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Abound Wealth Management's ROKU Position: Q2 2026 in Review

Abound Wealth Management reduced its Roku (ROKU) stake by 50% in Q2 2026, selling an estimated $610 and leaving 5 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Abound Wealth Management first reported a position in ROKU in Q2 2023 and has held it in 7 quarters since. The position peaked at $6.19K in Q1 2024. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Abound Wealth Management held 5 shares of Roku worth $691 as of Q2 2026.
Abound Wealth Management sold 5 Roku shares in Q2 2026, an estimated $610.
Roku made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #890 holding.
Abound Wealth Management first reported a position in Roku in Q2 2023 and has held it in 7 quarters since.
Abound Wealth Management's Roku position peaked at $6.19K in Q1 2024.
780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.