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SteelPeak Wealth’s Roku ROKU Stock Holding History

SteelPeak Wealth’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 		$370K Sell
2,682
-3,919
-59% -$478K 0.01% 482
2026
Q1 		$625K Buy
6,601
+385
+6% +$37.5K 0.02% 353
2025
Q4 		$674K Buy
6,216
+751
+14% +$76.2K 0.02% 321
2025
Q3 		$547K Sell
5,465
-18
-0.3% -$1.66K 0.02% 377
2025
Q2 		$482K Sell
5,483
-495
-8% -$34.6K 0.02% 364
2025
Q1 		$421K Buy
5,978
+2,507
+72% +$201K 0.02% 372
2024
Q4 		$258K Buy
+3,471
New +$263K 0.01% 442
2024
Q3 		– Sell
-9,053
Closed -$543K – 596
2024
Q2 		$543K Sell
9,053
-106
-1% -$6.21K 0.03% 300
2024
Q1 		$597K Buy
9,159
+4,011
+78% +$312K 0.03% 275
2023
Q4 		$472K Sell
5,148
-1,777
-26% -$149K 0.03% 282
2023
Q3 		$489K Buy
6,925
+2,869
+71% +$222K 0.03% 264
2023
Q2 		$259K Sell
4,056
-1,642
-29% -$99.7K 0.02% 354
2023
Q1 		$375K Buy
+5,698
New +$334K 0.03% 272
2022
Q4 		– Sell
-5,547
Closed -$313K – 468
2022
Q3 		$313K Sell
5,547
-937
-14% -$71.3K 0.02% 317
2022
Q2 		$533K Sell
6,484
-3,159
-33% -$306K 0.04% 244
2022
Q1 		$1.21M Sell
9,643
-1,821
-16% -$267K 0.07% 163
2021
Q4 		$2.62M Buy
11,464
+2,924
+34% +$789K 0.15% 105
2021
Q3 		$2.68M Sell
8,540
-341
-4% -$128K 0.18% 96
2021
Q2 		$4.08M Buy
8,881
+3,302
+59% +$1.17M 0.29% 79
2021
Q1 		$1.82M Buy
5,579
+1,556
+39% +$610K 0.14% 109
2020
Q4 		$1.34M Buy
4,023
+636
+19% +$167K 0.12% 132
2020
Q3 		$639K Buy
3,387
+1,157
+52% +$183K 0.07% 158
2020
Q2 		$260K Sell
2,230
-799
-26% -$91.4K 0.03% 209
2020
Q1 		$265K Buy
3,029
+1,808
+148% +$208K 0.04% 183
2019
Q4 		$163K Buy
+1,221
New +$168K 0.02% 243

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

SteelPeak Wealth's ROKU Position: Q2 2026 in Review

SteelPeak Wealth reduced its Roku (ROKU) stake by 59% in Q2 2026, selling an estimated $478K and leaving 2,682 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #482.

SteelPeak Wealth first reported a position in ROKU in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.08M in Q2 2021. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • SteelPeak Wealth held 2,682 shares of Roku worth $370K as of Q2 2026.
  • SteelPeak Wealth sold 3,919 Roku shares in Q2 2026, an estimated $478K.
  • Roku made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #482 holding.
  • SteelPeak Wealth first reported a position in Roku in Q4 2019 and has held it in 25 quarters since.
  • SteelPeak Wealth's Roku position peaked at $4.08M in Q2 2021.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.