Benson Wealth Management’s Roku ROKU Stock Holding History

Benson 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	$27.6K	Hold	200	–	–	0.03%	130
2026 Q1	$18.9K	Hold	200	–	–	0.03%	133
2025 Q4	$21.7K	Buy	+200	New	+$20.3K	0.02%	121

Other funds holding ROKU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Benson Wealth Management held its Roku (ROKU) position steady in Q2 2026 at 200 shares worth $27.6K. The position accounts for 0.03% of the portfolio, ranked #130.

Benson Wealth Management first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Benson Wealth Management held 200 shares of Roku worth $27.6K as of Q2 2026.
Benson Wealth Management left its Roku share count unchanged in Q2 2026.
Roku made up 0.03% of Benson Wealth Management's portfolio in Q2 2026, its #130 holding.
Benson Wealth Management first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.