Optimize Financial’s Roku ROKU Stock Holding History

Optimize Financial’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	$715K	Sell	5,174 -18	-0.3%	-$2.2K	0.26%	57
2026 Q1	$491K	Buy	+5,192	New	+$506K	0.24%	97

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

Optimize Financial's ROKU Position: Q2 2026 in Review

Optimize Financial reduced its Roku (ROKU) stake by 0.35% in Q2 2026, selling an estimated $2.2K and leaving 5,174 shares worth $715K. The position accounts for 0.26% of the portfolio, ranked #57.

Optimize Financial first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Optimize Financial held 5,174 shares of Roku worth $715K as of Q2 2026.
Optimize Financial sold 18 Roku shares in Q2 2026, an estimated $2.2K.
Roku made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #57 holding.
Optimize Financial first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.