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SHP Wealth Management’s Roku ROKU Stock Holding History

SHP 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 		$20.4K Sell
148
-12
-8% -$1.46K ﹤0.01% 776
2026
Q1 		$15.1K Buy
160
+12
+8% +$1.17K ﹤0.01% 799
2025
Q4 		$16.1K Buy
+148
New +$15K ﹤0.01% 731

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Roku (ROKU) stake by 7.5% in Q2 2026, selling an estimated $1.46K and leaving 148 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

SHP Wealth Management first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • SHP Wealth Management held 148 shares of Roku worth $20.4K as of Q2 2026.
  • SHP Wealth Management sold 12 Roku shares in Q2 2026, an estimated $1.46K.
  • Roku made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #776 holding.
  • SHP Wealth Management first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.