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Chicago Partners Investment Group’s Roku ROKU Stock Holding History

Chicago Partners Investment Group’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 		$1.35M Sell
9,542
-948
-9% -$116K 0.03% 517
2026
Q1 		$1.24M Buy
10,490
+3,802
+57% +$370K 0.03% 466
2025
Q4 		$710K Buy
6,688
+955
+17% +$96.9K 0.02% 579
2025
Q3 		$568K Buy
5,733
+2,181
+61% +$201K 0.01% 634
2025
Q2 		$321K Buy
+3,552
New +$248K 0.01% 802

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

Chicago Partners Investment Group's ROKU Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Roku (ROKU) stake by 9% in Q2 2026, selling an estimated $116K and leaving 9,542 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #517.

Chicago Partners Investment Group first reported a position in ROKU in Q2 2025 and has held it in 5 quarters since. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Chicago Partners Investment Group held 9,542 shares of Roku worth $1.35M as of Q2 2026.
  • Chicago Partners Investment Group sold 948 Roku shares in Q2 2026, an estimated $116K.
  • Roku made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #517 holding.
  • Chicago Partners Investment Group first reported a position in Roku in Q2 2025 and has held it in 5 quarters since.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.