Cornerstone Wealth Group
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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
Q3 		$321K Buy
2,106
+218
+12% +$32.8K 0.02% 355
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Group's ROKU Position: Q3 2026 in Review

Cornerstone Wealth Group increased its Roku (ROKU) stake by 12% in Q3 2026, buying an estimated $32.8K and bringing the position to 2,106 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #355.

Cornerstone Wealth Group first reported a position in ROKU in Q2 2020 and has held it in 4 quarters since. The position peaked at $1.7M in Q3 2020. 419 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Cornerstone Wealth Group held 2,106 shares of Roku worth $321K as of Q3 2026.
  • Cornerstone Wealth Group bought 218 Roku shares in Q3 2026, an estimated $32.8K.
  • Roku made up 0.02% of Cornerstone Wealth Group's portfolio in Q3 2026, its #355 holding.
  • Cornerstone Wealth Group first reported a position in Roku in Q2 2020 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's Roku position peaked at $1.7M in Q3 2020.
  • 419 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.