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Drive Wealth Management’s Roku ROKU Stock Holding History

Drive 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 		$201K Buy
+1,457
New +$178K 0.04% 431
2022
Q1 		– Sell
-931
Closed -$212K – 189
2021
Q4 		$212K Buy
+931
New +$251K 0.19% 136

Other funds holding ROKU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Drive Wealth Management's ROKU Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Roku (ROKU) in Q2 2026: 1,457 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #431 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in ROKU as recently as Q4 2021.

Drive Wealth Management first reported a position in ROKU in Q4 2021 and has held it in 2 quarters since. The position peaked at $212K in Q4 2021. 147 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Drive Wealth Management held 1,457 shares of Roku worth $201K as of Q2 2026.
  • Roku was a new Drive Wealth Management position in Q2 2026.
  • Roku made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Drive Wealth Management first reported a position in Roku in Q4 2021 and has held it in 2 quarters since.
  • Drive Wealth Management's Roku position peaked at $212K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.