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JPL Wealth Management’s Roku ROKU Stock Holding History

JPL 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 		$10.5K Buy
76
+44
+138% +$5.37K ﹤0.01% 579
2026
Q1 		$3.03K Buy
+32
New +$3.12K ﹤0.01% 835
2025
Q4 		– Sell
-7
Closed -$701 – 909
2025
Q3 		$701 Buy
+7
New +$646 ﹤0.01% 1038

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

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

JPL Wealth Management increased its Roku (ROKU) stake by 138% in Q2 2026, buying an estimated $5.37K and bringing the position to 76 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

JPL Wealth Management first reported a position in ROKU in Q3 2025 and has held it in 3 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • JPL Wealth Management held 76 shares of Roku worth $10.5K as of Q2 2026.
  • JPL Wealth Management bought 44 Roku shares in Q2 2026, an estimated $5.37K.
  • Roku made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #579 holding.
  • JPL Wealth Management first reported a position in Roku in Q3 2025 and has held it in 3 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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