Elevation Wealth Partners’s Roku ROKU Stock Holding History

Elevation Wealth Partners’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	$43.9K	Buy	318 +215	+209%	+$26.2K	0.01%	337
2026 Q1	$9.75K	Buy	103 +28	+37%	+$2.73K	﹤0.01%	518
2025 Q4	$8.14K	Buy	75 +57	+317%	+$5.79K	﹤0.01%	522
2025 Q3	$1.8K	Buy	18 +6	+50%	+$553	﹤0.01%	665
2025 Q2	$1.05K	Hold	12	–	–	﹤0.01%	442
2025 Q1	$846	Hold	12	–	–	﹤0.01%	447
2024 Q4	$893	Hold	12	–	–	﹤0.01%	452
2024 Q3	$896	Hold	12	–	–	﹤0.01%	436
2024 Q2	$720	Hold	12	–	–	﹤0.01%	470
2024 Q1	$783	Hold	12	–	–	﹤0.01%	435
2023 Q4	$848	Hold	12	–	–	﹤0.01%	407
2023 Q3	$848	Hold	12	–	–	﹤0.01%	305
2023 Q2	$768	Hold	12	–	–	﹤0.01%	318
2023 Q1	$790	Buy	+12	New	+$702	﹤0.01%	318

Other funds holding ROKU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Elevation Wealth Partners's ROKU Position: Q2 2026 in Review

Elevation Wealth Partners increased its Roku (ROKU) stake by 209% in Q2 2026, buying an estimated $26.2K and bringing the position to 318 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #337.

Elevation Wealth Partners first reported a position in ROKU in Q1 2023 and has held it in 14 quarters since. 234 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Elevation Wealth Partners held 318 shares of Roku worth $43.9K as of Q2 2026.
Elevation Wealth Partners bought 215 Roku shares in Q2 2026, an estimated $26.2K.
Roku made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #337 holding.
Elevation Wealth Partners first reported a position in Roku in Q1 2023 and has held it in 14 quarters since.
234 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.