Alta Wealth Advisors’s Roku ROKU Stock Holding History

Alta 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	$343K	Hold	2,481	–	–	0.09%	137
2026 Q1	$235K	Buy	+2,481	New	+$242K	0.08%	154

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

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

Alta Wealth Advisors held its Roku (ROKU) position steady in Q2 2026 at 2,481 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #137.

Alta Wealth Advisors first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Alta Wealth Advisors held 2,481 shares of Roku worth $343K as of Q2 2026.
Alta Wealth Advisors left its Roku share count unchanged in Q2 2026.
Roku made up 0.09% of Alta Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Alta Wealth Advisors first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
784 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.