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Prevail Innovative Wealth Advisors’s Roku ROKU Stock Holding History

Prevail Innovative Wealth Advisors’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 		– Sell
-80,640
Closed -$7.63M – 234
2026
Q1 		$7.63M Buy
+80,640
New +$7.85M 1.28% 26

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

Prevail Innovative Wealth Advisors's ROKU Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Roku (ROKU) in Q2 2026, closing a stake of 80,640 shares — an estimated $7.63M sold.

Prevail Innovative Wealth Advisors first reported a position in ROKU in Q1 2026 and held it in 1 quarter. The position peaked at $7.63M in Q1 2026. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 80,640 Roku shares in Q2 2026, an estimated $7.63M.
  • Prevail Innovative Wealth Advisors first reported a position in Roku in Q1 2026 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Roku position peaked at $7.63M in Q1 2026.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.