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Ritholtz Wealth Management’s Roku ROKU Stock Holding History

Ritholtz Wealth Management’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 		$446K Buy
+3,227
New +$394K 0.01% 900
2026
Q1 		– Sell
-2,364
Closed -$256K – 1264
2025
Q4 		$256K Buy
+2,364
New +$240K ﹤0.01% 969
2021
Q3 		– Sell
-561
Closed -$258K – 569
2021
Q2 		$258K Buy
+561
New +$198K 0.02% 403

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

Ritholtz Wealth Management's ROKU Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Roku (ROKU) in Q2 2026: 3,227 shares worth $446K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in ROKU as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in ROKU in Q2 2021 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Ritholtz Wealth Management held 3,227 shares of Roku worth $446K as of Q2 2026.
  • Roku was a new Ritholtz Wealth Management position in Q2 2026.
  • Roku made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Ritholtz Wealth Management first reported a position in Roku in Q2 2021 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.