Balance Wealth
ROKU icon

Balance Wealth’s Roku ROKU Stock Holding History

Balance Wealth’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
Q3 		$2.57K Buy
+17
New +$2.56K ﹤0.01% 738

Other funds holding ROKU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Balance Wealth's ROKU Position: Q3 2026 in Review

Balance Wealth opened a new position in Roku (ROKU) in Q3 2026: 17 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

584 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Balance Wealth held 17 shares of Roku worth $2.57K as of Q3 2026.
  • Roku was a new Balance Wealth position in Q3 2026.
  • Roku made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #738 holding.
  • 584 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.