IFWM
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Institute for Wealth Management’s Roblox RBLX Stock Holding History

Institute for Wealth Management’s Portfolio RBLX Stock Details RBLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
24,995
+3,600
+17% +$179K 0.12% 167
2026
Q1 		$1.21M Buy
21,395
+9,406
+78% +$632K 0.13% 173
2025
Q4 		$971K Hold
11,989
– – 0.1% 197
2025
Q3 		$1.66M Hold
11,989
– – 0.17% 125
2025
Q2 		$1.26M Sell
11,989
-1,000
-8% -$78.6K 0.14% 153
2025
Q1 		$757K Sell
12,989
-1,183
-8% -$74.4K 0.1% 234
2024
Q4 		$820K Sell
14,172
-438
-3% -$22K 0.1% 211
2024
Q3 		$647K Sell
14,610
-2,448
-14% -$102K 0.08% 243
2024
Q2 		$635K Buy
17,058
+7,282
+74% +$259K 0.09% 238
2024
Q1 		$373K Buy
9,776
+3,806
+64% +$154K 0.05% 340
2023
Q4 		$273K Buy
+5,970
New +$221K 0.04% 391

Other funds holding RBLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Institute for Wealth Management's RBLX Position: Q2 2026 in Review

Institute for Wealth Management increased its Roblox (RBLX) stake by 17% in Q2 2026, buying an estimated $179K and bringing the position to 24,995 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #167.

Institute for Wealth Management first reported a position in RBLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2025. 786 funds tracked by Wall St. Rank hold RBLX as of Q2 2026.

  • Institute for Wealth Management held 24,995 shares of Roblox worth $1.36M as of Q2 2026.
  • Institute for Wealth Management bought 3,600 Roblox shares in Q2 2026, an estimated $179K.
  • Roblox made up 0.12% of Institute for Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Institute for Wealth Management first reported a position in Roblox in Q4 2023 and has held it in 11 quarters since.
  • Institute for Wealth Management's Roblox position peaked at $1.66M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Roblox as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.