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Smallwood Wealth Investment Management’s Roku ROKU Stock Holding History

Smallwood Wealth Investment 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 		$1.52K Hold
11
– – ﹤0.01% 416
2026
Q1 		$1.04K Hold
11
– – ﹤0.01% 430
2025
Q4 		$1.19K Hold
11
– – ﹤0.01% 418
2025
Q3 		$1.1K Hold
11
– – ﹤0.01% 429
2025
Q2 		$966 Hold
11
– – ﹤0.01% 459
2025
Q1 		$774 Buy
+11
New +$880 ﹤0.01% 427

Other funds holding ROKU

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Smallwood Wealth Investment Management's ROKU Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Roku (ROKU) position steady in Q2 2026 at 11 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Smallwood Wealth Investment Management first reported a position in ROKU in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Smallwood Wealth Investment Management held 11 shares of Roku worth $1.52K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Roku share count unchanged in Q2 2026.
  • Roku made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #416 holding.
  • Smallwood Wealth Investment Management first reported a position in Roku in Q1 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.