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Timothy G. Youngquist 2020 Irrevocable Trust’s Roku ROKU Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-1,083
Closed -$102K – 408
2026
Q1 		$102K Buy
+1,083
New +$105K 0.04% 159

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ROKU Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Roku (ROKU) in Q2 2026, closing a stake of 1,083 shares — an estimated $102K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ROKU in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 368 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 1,083 Roku shares in Q2 2026, an estimated $102K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Roku in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Roku position peaked at $102K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.