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Planning Strategies’s Roku ROKU Stock Holding History

Planning Strategies’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 		$276 Buy
+2
New +$244 ﹤0.01% 957

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Planning Strategies's ROKU Position: Q2 2026 in Review

Planning Strategies opened a new position in Roku (ROKU) in Q2 2026: 2 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

729 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Planning Strategies held 2 shares of Roku worth $276 as of Q2 2026.
  • Roku was a new Planning Strategies position in Q2 2026.
  • Roku made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #957 holding.
  • 729 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.