ORG Wealth Partners
ROKU icon

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
Q3 		$3.96K Buy
26
+20
+333% +$3.01K ﹤0.01% 1050
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

Dimensional Fund Advisors
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Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Empirical Capital Management
Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ORG Wealth Partners's ROKU Position: Q3 2026 in Review

ORG Wealth Partners increased its Roku (ROKU) stake by 333% in Q3 2026, buying an estimated $3.01K and bringing the position to 26 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

ORG Wealth Partners first reported a position in ROKU in Q1 2025 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • ORG Wealth Partners held 26 shares of Roku worth $3.96K as of Q3 2026.
  • ORG Wealth Partners bought 20 Roku shares in Q3 2026, an estimated $3.01K.
  • Roku made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1050 holding.
  • ORG Wealth Partners first reported a position in Roku in Q1 2025 and has held it in 7 quarters since.
  • 287 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.