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Root Financial Partners’s Roku ROKU Stock Holding History

Root Financial Partners’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
-708
Closed -$67K – 2587
2026
Q1 		$67K Buy
708
+509
+256% +$49.6K ﹤0.01% 732
2025
Q4 		$21.6K Sell
199
-133
-40% -$13.5K ﹤0.01% 1148
2025
Q3 		$33.2K Buy
+332
New +$30.6K ﹤0.01% 840

Other funds holding ROKU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Root Financial Partners's ROKU Position: Q2 2026 in Review

Root Financial Partners sold out of Roku (ROKU) in Q2 2026, closing a stake of 708 shares — an estimated $67K sold.

Root Financial Partners first reported a position in ROKU in Q3 2025 and held it in 3 quarters. The position peaked at $67K in Q1 2026. 222 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Root Financial Partners reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 708 Roku shares in Q2 2026, an estimated $67K.
  • Root Financial Partners first reported a position in Roku in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Roku position peaked at $67K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.