EWM
ROKU icon

Empirical Wealth Management’s Roku ROKU Stock Holding History

Empirical 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 		$752K Buy
5,446
+1,636
+43% +$200K 0.01% 495
2026
Q1 		$361K Buy
+3,810
New +$371K 0.01% 718

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

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

Empirical Wealth Management increased its Roku (ROKU) stake by 43% in Q2 2026, buying an estimated $200K and bringing the position to 5,446 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #495.

Empirical Wealth Management first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Empirical Wealth Management held 5,446 shares of Roku worth $752K as of Q2 2026.
  • Empirical Wealth Management bought 1,636 Roku shares in Q2 2026, an estimated $200K.
  • Roku made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Empirical Wealth Management first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.