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Principia Wealth Advisory’s Roku ROKU Stock Holding History

Principia Wealth Advisory’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 		$553 Buy
4
+1
+33% +$122 ﹤0.01% 877
2026
Q1 		$284 Buy
3
+1
+50% +$97 ﹤0.01% 927
2025
Q4 		$217 Hold
2
– – ﹤0.01% 923
2025
Q3 		$200 Buy
2
+1
+100% +$92 ﹤0.01% 893
2025
Q2 		$88 Sell
1
-4
-80% -$279 ﹤0.01% 918
2025
Q1 		$319 Buy
+5
New +$400 ﹤0.01% 686

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

Principia Wealth Advisory's ROKU Position: Q2 2026 in Review

Principia Wealth Advisory increased its Roku (ROKU) stake by 33% in Q2 2026, buying an estimated $122 and bringing the position to 4 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Principia Wealth Advisory 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.

  • Principia Wealth Advisory held 4 shares of Roku worth $553 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Roku share in Q2 2026, an estimated $122.
  • Roku made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #877 holding.
  • Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.