Goldstein Advisors’s Roku ROKU Stock Holding History

Goldstein Advisors’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	$305K	Sell	2,207 -643	-23%	-$78.4K	0.03%	189
2026 Q1	$270K	Buy	2,850 +420	+17%	+$40.9K	0.03%	168
2025 Q4	$264K	Sell	2,430 -291	-11%	-$29.5K	0.03%	168
2025 Q3	$272K	Hold	2,721	–	–	0.03%	157
2025 Q2	$239K	Buy	+2,721	New	+$190K	0.03%	162
2025 Q1	–	Sell	-3,741	Closed	-$278K	–	211
2024 Q4	$278K	Hold	3,741	–	–	0.04%	142
2024 Q3	$279K	Hold	3,741	–	–	0.04%	136
2024 Q2	$224K	Hold	3,741	–	–	0.04%	143
2024 Q1	$244K	Hold	3,741	–	–	0.04%	139
2023 Q4	$343K	Hold	3,741	–	–	0.06%	130
2023 Q3	$264K	Sell	3,741 -65	-2%	-$5.03K	0.06%	112
2023 Q2	$243K	Hold	3,806	–	–	0.05%	126
2023 Q1	$251K	Buy	+3,806	New	+$223K	0.06%	115

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldstein Advisors's ROKU Position: Q2 2026 in Review

Goldstein Advisors reduced its Roku (ROKU) stake by 23% in Q2 2026, selling an estimated $78.4K and leaving 2,207 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #189.

Goldstein Advisors first reported a position in ROKU in Q1 2023 and has held it in 13 quarters since. The position peaked at $343K in Q4 2023. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Goldstein Advisors held 2,207 shares of Roku worth $305K as of Q2 2026.
Goldstein Advisors sold 643 Roku shares in Q2 2026, an estimated $78.4K.
Roku made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #189 holding.
Goldstein Advisors first reported a position in Roku in Q1 2023 and has held it in 13 quarters since.
Goldstein Advisors's Roku position peaked at $343K in Q4 2023.
780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.