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Acumen Wealth Advisors’s Roku ROKU Stock Holding History

Acumen 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 		$139 Buy
+1
New +$122 ﹤0.01% 474
2026
Q1 		– Sell
-5
Closed -$543 – 552
2025
Q4 		$543 Buy
+5
New +$507 ﹤0.01% 481

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

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

Acumen Wealth Advisors opened a new position in Roku (ROKU) in Q2 2026: 1 share worth $139. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in ROKU as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in ROKU in Q4 2025 and has held it in 2 quarters since. The position peaked at $543 in Q4 2025. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Acumen Wealth Advisors held 1 share of Roku worth $139 as of Q2 2026.
  • Roku was a new Acumen Wealth Advisors position in Q2 2026.
  • Roku made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • Acumen Wealth Advisors first reported a position in Roku in Q4 2025 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Roku position peaked at $543 in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.