Medallion Wealth Advisors’s Roku ROKU Stock Holding History

Medallion Wealth Advisors’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	$2.35K	Buy	17 +4	+31%	+$488	﹤0.01%	956
2026 Q1	$1.23K	Hold	13	–	–	﹤0.01%	1046
2025 Q4	$1.41K	Hold	13	–	–	﹤0.01%	1027
2025 Q3	$1.3K	Hold	13	–	–	﹤0.01%	1012
2025 Q2	$1.12K	Sell	13 -70	-84%	-$4.89K	﹤0.01%	1017
2025 Q1	$5.86K	Buy	83 +15	+22%	+$1.2K	﹤0.01%	766
2024 Q4	$5.05K	Buy	+68	New	+$5.15K	﹤0.01%	744

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Medallion Wealth Advisors's ROKU Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Roku (ROKU) stake by 31% in Q2 2026, buying an estimated $488 and bringing the position to 17 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Medallion Wealth Advisors first reported a position in ROKU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.86K in Q1 2025. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Medallion Wealth Advisors held 17 shares of Roku worth $2.35K as of Q2 2026.
Medallion Wealth Advisors bought 4 Roku shares in Q2 2026, an estimated $488.
Roku made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #956 holding.
Medallion Wealth Advisors first reported a position in Roku in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Roku position peaked at $5.86K in Q1 2025.
786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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