Accurate Wealth Management’s Roku ROKU Stock Holding History

Accurate 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	$2.22M	Buy	15,780 +894	+6%	+$109K	0.21%	111
2026 Q1	$1.53M	Buy	14,886 +1,076	+8%	+$105K	0.18%	123
2025 Q4	$1.54M	Buy	13,810 +1,998	+17%	+$203K	0.19%	125
2025 Q3	$1.12M	Buy	+11,812	New	+$1.09M	0.15%	150
2023 Q1	–	Sell	-136	Closed	-$6.41K	–	1169
2022 Q4	$6.41K	Buy	+136	New	+$7.11K	﹤0.01%	964

Other funds holding ROKU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Accurate Wealth Management increased its Roku (ROKU) stake by 6% in Q2 2026, buying an estimated $109K and bringing the position to 15,780 shares worth $2.22M. The position accounts for 0.21% of the portfolio, ranked #111.

Accurate Wealth Management first reported a position in ROKU in Q4 2022 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Accurate Wealth Management held 15,780 shares of Roku worth $2.22M as of Q2 2026.
Accurate Wealth Management bought 894 Roku shares in Q2 2026, an estimated $109K.
Roku made up 0.21% of Accurate Wealth Management's portfolio in Q2 2026, its #111 holding.
Accurate Wealth Management first reported a position in Roku in Q4 2022 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.