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Shelton Capital Management’s Roku ROKU Stock Holding History

Shelton Capital 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 		$588K Buy
+4,257
New +$519K 0.01% 331
2021
Q4 		– Sell
-700
Closed -$219K – 885
2021
Q3 		$219K Hold
700
– – 0.01% 725
2021
Q2 		$321K Buy
+700
New +$248K 0.01% 539

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

Shelton Capital Management's ROKU Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Roku (ROKU) in Q2 2026: 4,257 shares worth $588K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in ROKU as recently as Q3 2021.

Shelton Capital Management first reported a position in ROKU in Q2 2021 and has held it in 3 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Shelton Capital Management held 4,257 shares of Roku worth $588K as of Q2 2026.
  • Roku was a new Shelton Capital Management position in Q2 2026.
  • Roku made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #331 holding.
  • Shelton Capital Management first reported a position in Roku in Q2 2021 and has held it in 3 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.