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IHT Wealth Management’s Roku ROKU Stock Holding History

IHT 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 		$4.23M Sell
30,601
-662
-2% -$80.8K 0.09% 236
2026
Q1 		$2.96M Sell
31,263
-353
-1% -$34.4K 0.07% 283
2025
Q4 		$3.43M Sell
31,616
-2,669
-8% -$271K 0.08% 237
2025
Q3 		$3.43M Buy
34,285
+421
+1% +$38.8K 0.09% 231
2025
Q2 		$2.98M Buy
33,864
+3,631
+12% +$254K 0.08% 238
2025
Q1 		$2.13M Buy
30,233
+713
+2% +$57.1K 0.07% 281
2024
Q4 		$2.19M Sell
29,520
-299
-1% -$22.7K 0.07% 253
2024
Q3 		$2.23M Buy
29,819
+26,361
+762% +$1.69M 0.06% 288
2024
Q2 		$207K Sell
3,458
-345
-9% -$20.2K 0.01% 946
2024
Q1 		$248K Buy
3,803
+90
+2% +$7K 0.01% 867
2023
Q4 		$340K Sell
3,713
-766
-17% -$64.1K 0.02% 721
2023
Q3 		$316K Buy
4,479
+285
+7% +$22.1K 0.02% 711
2023
Q2 		$268K Buy
4,194
+69
+2% +$4.19K 0.01% 767
2023
Q1 		$272K Buy
+4,125
New +$241K 0.02% 733
2022
Q4 		– Sell
-4,287
Closed -$242K – 931
2022
Q3 		$242K Buy
4,287
+65
+2% +$4.95K 0.02% 700
2022
Q2 		$347K Buy
4,222
+162
+4% +$15.7K 0.03% 482
2022
Q1 		$509K Buy
4,060
+157
+4% +$23K 0.04% 408
2021
Q4 		$891K Buy
3,903
+1,067
+38% +$288K 0.07% 290
2021
Q3 		$889K Buy
2,836
+106
+4% +$39.9K 0.07% 270
2021
Q2 		$1.25M Buy
2,730
+153
+6% +$54.1K 0.08% 273
2021
Q1 		$840K Sell
2,577
-1,350
-34% -$529K 0.06% 308
2020
Q4 		$1.3M Sell
3,927
-76
-2% -$19.9K 0.11% 199
2020
Q3 		$756K Buy
4,003
+2,186
+120% +$346K 0.08% 253
2020
Q2 		$212K Buy
+1,817
New +$208K 0.03% 507
2018
Q1 		– Sell
-200
Closed -$9K – 1745
2017
Q4 		$9K Buy
+200
New +$6.89K ﹤0.01% 1224

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

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

IHT Wealth Management reduced its Roku (ROKU) stake by 2.1% in Q2 2026, selling an estimated $80.8K and leaving 30,601 shares worth $4.23M. The position accounts for 0.09% of the portfolio, ranked #236.

IHT Wealth Management first reported a position in ROKU in Q4 2017 and has held it in 25 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • IHT Wealth Management held 30,601 shares of Roku worth $4.23M as of Q2 2026.
  • IHT Wealth Management sold 662 Roku shares in Q2 2026, an estimated $80.8K.
  • Roku made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #236 holding.
  • IHT Wealth Management first reported a position in Roku in Q4 2017 and has held it in 25 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.