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ORG Wealth Partners’s Roku ROKU Stock Holding History

ORG Wealth 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 		$828 Hold
6
– – ﹤0.01% 655
2026
Q1 		$567 Hold
6
– – ﹤0.01% 623
2025
Q4 		$650 Hold
6
– – ﹤0.01% 579
2025
Q3 		$600 Hold
6
– – ﹤0.01% 592
2025
Q2 		$517 Hold
6
– – ﹤0.01% 632
2025
Q1 		$423 Buy
+6
New +$480 ﹤0.01% 722

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

ORG Wealth Partners's ROKU Position: Q2 2026 in Review

ORG Wealth Partners held its Roku (ROKU) position steady in Q2 2026 at 6 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #655.

ORG Wealth Partners first reported a position in ROKU in Q1 2025 and has held it in 6 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • ORG Wealth Partners held 6 shares of Roku worth $828 as of Q2 2026.
  • ORG Wealth Partners left its Roku share count unchanged in Q2 2026.
  • Roku made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #655 holding.
  • ORG Wealth Partners first reported a position in Roku in Q1 2025 and has held it in 6 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.