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Spire Wealth Management’s Roku ROKU Stock Holding History

Spire 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 		$9.26K Buy
67
+2
+3% +$244 ﹤0.01% 1671
2026
Q1 		$6.15K Hold
65
– – ﹤0.01% 1782
2025
Q4 		$7.05K Hold
65
– – ﹤0.01% 1828
2025
Q3 		$6.51K Sell
65
-3,158
-98% -$291K ﹤0.01% 1895
2025
Q2 		$283K Buy
3,223
+3,158
+4,858% +$221K 0.01% 669
2025
Q1 		$4.58K Hold
65
– – ﹤0.01% 2084
2024
Q4 		$4.83K Hold
65
– – ﹤0.01% 2048
2024
Q3 		$4.85K Sell
65
-31
-32% -$1.99K ﹤0.01% 1831
2024
Q2 		$5.75K Sell
96
-1,128
-92% -$66.1K ﹤0.01% 1793
2024
Q1 		$79.8K Buy
1,224
+536
+78% +$41.7K ﹤0.01% 1061
2023
Q4 		$59.9K Buy
688
+67
+11% +$5.6K ﹤0.01% 1147
2023
Q3 		$43.8K Buy
621
+162
+35% +$12.5K ﹤0.01% 1212
2023
Q2 		$29.4K Buy
459
+169
+58% +$10.3K ﹤0.01% 1425
2023
Q1 		$19.1K Buy
290
+156
+116% +$9.13K ﹤0.01% 1638
2022
Q4 		$5K Buy
134
+10
+8% +$522 ﹤0.01% 1845
2022
Q3 		$7K Sell
124
-140
-53% -$10.7K ﹤0.01% 1668
2022
Q2 		$22K Sell
264
-356
-57% -$34.5K ﹤0.01% 1638
2022
Q1 		$78K Sell
620
-1,846
-75% -$271K ﹤0.01% 1267
2021
Q4 		$563K Buy
2,466
+2,054
+499% +$554K 0.01% 654
2021
Q3 		$129K Sell
412
-1,024
-71% -$386K ﹤0.01% 1103
2021
Q2 		$659K Sell
1,436
-2,463
-63% -$871K 0.02% 536
2021
Q1 		$1.23M Buy
+3,899
New +$1.53M 0.03% 384

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

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

Spire Wealth Management increased its Roku (ROKU) stake by 3.1% in Q2 2026, buying an estimated $244 and bringing the position to 67 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Spire Wealth Management first reported a position in ROKU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q1 2021. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Spire Wealth Management held 67 shares of Roku worth $9.26K as of Q2 2026.
  • Spire Wealth Management bought 2 Roku shares in Q2 2026, an estimated $244.
  • Roku made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1671 holding.
  • Spire Wealth Management first reported a position in Roku in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Roku position peaked at $1.23M in Q1 2021.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.