AWM
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Ameliora Wealth Management’s Roku ROKU Stock Holding History

Ameliora 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 		$78.3K Hold
567
– – 0.02% 138
2026
Q1 		$53.6K Hold
567
– – 0.02% 143
2025
Q4 		$61.5K Hold
567
– – 0.02% 144
2025
Q3 		$56.8K Sell
567
-218
-28% -$20.1K 0.02% 146
2025
Q2 		$69K Sell
785
-457
-37% -$31.9K 0.02% 143
2025
Q1 		$87.5K Hold
1,242
– – 0.03% 143
2024
Q4 		$92.3K Buy
+1,242
New +$94.1K 0.03% 140

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

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

Ameliora Wealth Management held its Roku (ROKU) position steady in Q2 2026 at 567 shares worth $78.3K. The position accounts for 0.02% of the portfolio, ranked #138.

Ameliora Wealth Management first reported a position in ROKU in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.3K in Q4 2024. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Ameliora Wealth Management held 567 shares of Roku worth $78.3K as of Q2 2026.
  • Ameliora Wealth Management left its Roku share count unchanged in Q2 2026.
  • Roku made up 0.02% of Ameliora Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Ameliora Wealth Management first reported a position in Roku in Q4 2024 and has held it in 7 quarters since.
  • Ameliora Wealth Management's Roku position peaked at $92.3K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.