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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
Q1 		– Hold
0
– -$130K – 637
2025
Q4 		– Hold
0
– – – 512
2020
Q3 		– Sell
-200
Closed -$23K – 325
2020
Q2 		$23K Buy
+200
New +$22.9K ﹤0.01% 264
2020
Q1 		– Sell
-100,000
Closed -$134K – 293
2019
Q4 		$134K Buy
+100,000
New +$13.7M 0.02% 246

Other funds holding ROKU

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
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 242 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.
  • 242 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.