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Atria Investments’s Roku ROKU Stock Holding History

Atria Investments’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 		$680K Buy
4,924
+813
+20% +$99.2K 0.01% 1348
2026
Q1 		$389K Buy
4,111
+414
+11% +$40.3K ﹤0.01% 1593
2025
Q4 		$401K Buy
+3,697
New +$375K ﹤0.01% 1575

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 $3.38T AUM 44.17% 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

Atria Investments's ROKU Position: Q2 2026 in Review

Atria Investments increased its Roku (ROKU) stake by 20% in Q2 2026, buying an estimated $99.2K and bringing the position to 4,924 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1348.

Atria Investments first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Atria Investments held 4,924 shares of Roku worth $680K as of Q2 2026.
  • Atria Investments bought 813 Roku shares in Q2 2026, an estimated $99.2K.
  • Roku made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1348 holding.
  • Atria Investments first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.