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Crestwood Advisors Group’s Roku ROKU Stock Holding History

Crestwood Advisors 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 		$671K Buy
4,859
+1,657
+52% +$202K 0.01% 395
2026
Q1 		$303K Buy
+3,202
New +$312K 0.01% 569

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

Crestwood Advisors Group's ROKU Position: Q2 2026 in Review

Crestwood Advisors Group increased its Roku (ROKU) stake by 52% in Q2 2026, buying an estimated $202K and bringing the position to 4,859 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #395.

Crestwood Advisors Group first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Crestwood Advisors Group held 4,859 shares of Roku worth $671K as of Q2 2026.
  • Crestwood Advisors Group bought 1,657 Roku shares in Q2 2026, an estimated $202K.
  • Roku made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #395 holding.
  • Crestwood Advisors Group first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.