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Palumbo Wealth Management’s Roku ROKU Stock Holding History

Palumbo Wealth Management’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 		$524K Buy
3,793
+39
+1% +$4.76K 0.11% 141
2026
Q1 		$355K Buy
3,754
+360
+11% +$35.1K 0.09% 156
2025
Q4 		$368K Buy
3,394
+192
+6% +$19.5K 0.09% 154
2025
Q3 		$321K Buy
3,202
+282
+10% +$26K 0.1% 125
2025
Q2 		$257K Sell
2,920
-5
-0.2% -$349 0.08% 155
2025
Q1 		$206K Buy
+2,925
New +$234K 0.07% 163

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

Palumbo Wealth Management's ROKU Position: Q2 2026 in Review

Palumbo Wealth Management increased its Roku (ROKU) stake by 1% in Q2 2026, buying an estimated $4.76K and bringing the position to 3,793 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #141.

Palumbo Wealth Management first reported a position in ROKU in Q1 2025 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Palumbo Wealth Management held 3,793 shares of Roku worth $524K as of Q2 2026.
  • Palumbo Wealth Management bought 39 Roku shares in Q2 2026, an estimated $4.76K.
  • Roku made up 0.11% of Palumbo Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Palumbo Wealth Management first reported a position in Roku in Q1 2025 and has held it in 6 quarters since.
  • 784 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.