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Kingsview Wealth Management’s Roku ROKU Stock Holding History

Kingsview 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 		$275K Buy
+1,989
New +$243K ﹤0.01% 1229
2023
Q4 		– Sell
-8,550
Closed -$604K – 1017
2023
Q3 		$604K Buy
8,550
+887
+12% +$68.7K 0.02% 564
2023
Q2 		$490K Buy
+7,663
New +$465K 0.02% 597
2022
Q3 		– Sell
-4,349
Closed -$357K – 870
2022
Q2 		$357K Sell
4,349
-2,182
-33% -$211K 0.02% 609
2022
Q1 		$818K Buy
6,531
+2,080
+47% +$305K 0.04% 450
2021
Q4 		$1.02M Buy
4,451
+1,728
+63% +$466K 0.04% 399
2021
Q3 		$853K Sell
2,723
-1,628
-37% -$613K 0.04% 411
2021
Q2 		$1.9M Sell
4,351
-702
-14% -$248K 0.09% 233
2021
Q1 		$1.68M Buy
5,053
+491
+11% +$192K 0.1% 224
2020
Q4 		$1.51M Buy
4,562
+1,381
+43% +$362K 0.11% 195
2020
Q3 		$601K Sell
3,181
-130
-4% -$20.6K 0.05% 325
2020
Q2 		$386K Sell
3,311
-328
-9% -$37.5K 0.04% 390
2020
Q1 		$318K Buy
3,639
+751
+26% +$86.4K 0.04% 345
2019
Q4 		$387K Buy
+2,888
New +$397K 0.05% 329
2019
Q3 		– Sell
-2,913
Closed -$264K – 480
2019
Q2 		$264K Sell
2,913
-1,337
-31% -$107K 0.04% 348
2019
Q1 		$274K Buy
+4,250
New +$227K 0.04% 374

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

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

Kingsview Wealth Management opened a new position in Roku (ROKU) in Q2 2026: 1,989 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in ROKU as recently as Q3 2023.

Kingsview Wealth Management first reported a position in ROKU in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.9M in Q2 2021. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Kingsview Wealth Management held 1,989 shares of Roku worth $275K as of Q2 2026.
  • Roku was a new Kingsview Wealth Management position in Q2 2026.
  • Roku made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1229 holding.
  • Kingsview Wealth Management first reported a position in Roku in Q1 2019 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Roku position peaked at $1.9M in Q2 2021.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.