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Evolve Private Wealth’s Roku ROKU Stock Holding History

Evolve Private Wealth’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 		$216K Sell
1,561
-696
-31% -$84.9K 0.01% 911
2026
Q1 		$214K Sell
2,257
-3,182
-59% -$310K 0.01% 912
2025
Q4 		$590K Buy
+5,439
New +$552K 0.04% 468

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

Evolve Private Wealth's ROKU Position: Q2 2026 in Review

Evolve Private Wealth reduced its Roku (ROKU) stake by 31% in Q2 2026, selling an estimated $84.9K and leaving 1,561 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #911.

Evolve Private Wealth first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. The position peaked at $590K in Q4 2025. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Evolve Private Wealth held 1,561 shares of Roku worth $216K as of Q2 2026.
  • Evolve Private Wealth sold 696 Roku shares in Q2 2026, an estimated $84.9K.
  • Roku made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #911 holding.
  • Evolve Private Wealth first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Roku position peaked at $590K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.