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Cornerstone Wealth Group’s Roku ROKU Stock Holding History

Cornerstone Wealth 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 		$261K Buy
+1,888
New +$230K 0.02% 403
2020
Q4 		– Sell
-8,998
Closed -$1.7M – 174
2020
Q3 		$1.7M Sell
8,998
-508
-5% -$80.3K 0.46% 64
2020
Q2 		$1.11M Buy
+9,506
New +$1.09M 0.28% 75

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

Cornerstone Wealth Group's ROKU Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in Roku (ROKU) in Q2 2026: 1,888 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in ROKU as recently as Q3 2020.

Cornerstone Wealth Group first reported a position in ROKU in Q2 2020 and has held it in 3 quarters since. The position peaked at $1.7M in Q3 2020. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Cornerstone Wealth Group held 1,888 shares of Roku worth $261K as of Q2 2026.
  • Roku was a new Cornerstone Wealth Group position in Q2 2026.
  • Roku made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #403 holding.
  • Cornerstone Wealth Group first reported a position in Roku in Q2 2020 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Roku position peaked at $1.7M in Q3 2020.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.