Pinnacle Wealth Planning Services’s Roku ROKU Stock Holding History

Pinnacle Wealth Planning Services’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	$55.5K	Sell	402 -8	-2%	-$976	0.01%	1197
2026 Q1	$38.8K	Buy	410 +13	+3%	+$1.27K	﹤0.01%	1338
2025 Q4	$43.1K	Buy	+397	New	+$40.3K	﹤0.01%	1302
2021 Q1	–	Sell	-16	Closed	-$5K	–	1619
2020 Q4	$5K	Buy	+16	New	+$4.2K	﹤0.01%	1677

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

Pinnacle Wealth Planning Services's ROKU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Roku (ROKU) stake by 2% in Q2 2026, selling an estimated $976 and leaving 402 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #1197.

Pinnacle Wealth Planning Services first reported a position in ROKU in Q4 2020 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Pinnacle Wealth Planning Services held 402 shares of Roku worth $55.5K as of Q2 2026.
Pinnacle Wealth Planning Services sold 8 Roku shares in Q2 2026, an estimated $976.
Roku made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1197 holding.
Pinnacle Wealth Planning Services first reported a position in Roku in Q4 2020 and has held it in 4 quarters since.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.