Kovitz Investment Group Partners
ROKU icon

Kovitz Investment Group Partners’s Roku ROKU Stock Holding History

Kovitz Investment Group Partners’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 		$366K Buy
2,648
+91
+4% +$11.1K 0.01% 416
2026
Q1 		$242K Sell
2,557
-2
-0.1% -$195 0.01% 464
2025
Q4 		$278K Sell
2,559
-1,073
-30% -$109K 0.01% 441
2025
Q3 		$364K Buy
+3,632
New +$335K ﹤0.01% 1130

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's ROKU Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Roku (ROKU) stake by 3.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,648 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #416.

Kovitz Investment Group Partners first reported a position in ROKU in Q3 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Kovitz Investment Group Partners held 2,648 shares of Roku worth $366K as of Q2 2026.
  • Kovitz Investment Group Partners bought 91 Roku shares in Q2 2026, an estimated $11.1K.
  • Roku made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #416 holding.
  • Kovitz Investment Group Partners first reported a position in Roku in Q3 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.