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LRI Investments’s Roku ROKU Stock Holding History

LRI Investments’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 		$182K Buy
1,315
+1,143
+665% +$139K 0.01% 346
2026
Q1 		$16.3K Buy
172
+49
+40% +$4.77K ﹤0.01% 749
2025
Q4 		$13.4K Buy
+123
New +$12.5K ﹤0.01% 791

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

LRI Investments's ROKU Position: Q2 2026 in Review

LRI Investments increased its Roku (ROKU) stake by 665% in Q2 2026, buying an estimated $139K and bringing the position to 1,315 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #346.

LRI Investments first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • LRI Investments held 1,315 shares of Roku worth $182K as of Q2 2026.
  • LRI Investments bought 1,143 Roku shares in Q2 2026, an estimated $139K.
  • Roku made up 0.01% of LRI Investments's portfolio in Q2 2026, its #346 holding.
  • LRI Investments first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.