Azimuth Capital Investment Management’s Roku ROKU Stock Holding History

Azimuth Capital Investment 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	$20.1M	Buy	+145,768	New	+$17.8M	0.68%	43

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Azimuth Capital Investment Management's ROKU Position: Q2 2026 in Review

Azimuth Capital Investment Management opened a new position in Roku (ROKU) in Q2 2026: 145,768 shares worth $20.1M. The stake represents 0.68% of the portfolio and ranks #43 among its holdings.

572 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Azimuth Capital Investment Management held 145,768 shares of Roku worth $20.1M as of Q2 2026.
Roku was a new Azimuth Capital Investment Management position in Q2 2026.
Roku made up 0.68% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #43 holding.
572 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.