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Retirement Wealth Solutions’s Roku ROKU Stock Holding History

Retirement Wealth Solutions’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 		$4.14K Buy
30
+1
+3% +$122 ﹤0.01% 390
2026
Q1 		$2.74K Buy
29
+13
+81% +$1.27K ﹤0.01% 439
2025
Q4 		$1.74K Buy
16
+2
+14% +$203 ﹤0.01% 485
2025
Q3 		$1.4K Buy
+14
New +$1.29K ﹤0.01% 499

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

Retirement Wealth Solutions's ROKU Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Roku (ROKU) stake by 3.4% in Q2 2026, buying an estimated $122 and bringing the position to 30 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Retirement Wealth Solutions first reported a position in ROKU in Q3 2025 and has held it in 4 quarters since. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Retirement Wealth Solutions held 30 shares of Roku worth $4.14K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Roku share in Q2 2026, an estimated $122.
  • Roku made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #390 holding.
  • Retirement Wealth Solutions first reported a position in Roku in Q3 2025 and has held it in 4 quarters since.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.