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Clear Wave Wealth Management’s Roku ROKU Stock Holding History

Clear Wave 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 		$392K Sell
2,838
-700
-20% -$85.4K 0.07% 113
2026
Q1 		$335K Buy
+3,538
New +$345K 0.07% 108

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

Clear Wave Wealth Management's ROKU Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Roku (ROKU) stake by 20% in Q2 2026, selling an estimated $85.4K and leaving 2,838 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #113.

Clear Wave Wealth Management first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Clear Wave Wealth Management held 2,838 shares of Roku worth $392K as of Q2 2026.
  • Clear Wave Wealth Management sold 700 Roku shares in Q2 2026, an estimated $85.4K.
  • Roku made up 0.07% of Clear Wave Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Clear Wave Wealth Management first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.