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Sagespring Wealth Partners’s Roku ROKU Stock Holding History

Sagespring Wealth 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 		$359K Buy
2,602
+91
+4% +$11.1K 0.01% 624
2026
Q1 		$238K Buy
+2,511
New +$245K ﹤0.01% 734

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

Sagespring Wealth Partners's ROKU Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Roku (ROKU) stake by 3.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,602 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #624.

Sagespring Wealth Partners first reported a position in ROKU in Q1 2026 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Sagespring Wealth Partners held 2,602 shares of Roku worth $359K as of Q2 2026.
  • Sagespring Wealth Partners bought 91 Roku shares in Q2 2026, an estimated $11.1K.
  • Roku made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #624 holding.
  • Sagespring Wealth Partners first reported a position in Roku in Q1 2026 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.