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Basecamp Wealth Advisors’s Roku ROKU Stock Holding History

Basecamp 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 		$54.4K Sell
394
-47
-11% -$5.73K 0.01% 515
2026
Q1 		$41.7K Buy
441
+39
+10% +$3.8K 0.01% 598
2025
Q4 		$43.6K Buy
+402
New +$40.8K 0.01% 561

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

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

Basecamp Wealth Advisors reduced its Roku (ROKU) stake by 11% in Q2 2026, selling an estimated $5.73K and leaving 394 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #515.

Basecamp Wealth Advisors first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Basecamp Wealth Advisors held 394 shares of Roku worth $54.4K as of Q2 2026.
  • Basecamp Wealth Advisors sold 47 Roku shares in Q2 2026, an estimated $5.73K.
  • Roku made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #515 holding.
  • Basecamp Wealth Advisors first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.