Sherman Wealth Management’s Roku ROKU Stock Holding History

Sherman 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	$414K	Hold	3,000	–	–	0.31%	53
2026 Q1	$284K	Hold	3,000	–	–	0.24%	64
2025 Q4	$325K	Buy	+3,000	New	+$304K	0.28%	58

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

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

Sherman Wealth Management held its Roku (ROKU) position steady in Q2 2026 at 3,000 shares worth $414K. The position accounts for 0.31% of the portfolio, ranked #53.

Sherman Wealth Management first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Sherman Wealth Management held 3,000 shares of Roku worth $414K as of Q2 2026.
Sherman Wealth Management left its Roku share count unchanged in Q2 2026.
Roku made up 0.31% of Sherman Wealth Management's portfolio in Q2 2026, its #53 holding.
Sherman Wealth Management first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
396 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.