Strategic Wealth Partners’s Roku ROKU Stock Holding History

Strategic Wealth Partners’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	$4.14K	Hold	30	–	–	﹤0.01%	1088
2026 Q1	$2.84K	Sell	30 -44	-59%	-$4.29K	﹤0.01%	1130
2025 Q4	$8.03K	Buy	74 +30	+68%	+$3.04K	﹤0.01%	943
2025 Q3	$4.41K	Hold	44	–	–	﹤0.01%	1062
2025 Q2	$3.87K	Buy	+44	New	+$3.07K	﹤0.01%	930
2021 Q2	–	Sell	-1,229	Closed	-$400K	–	256
2021 Q1	$400K	Buy	+1,229	New	+$482K	0.16%	137
2019 Q4	–	Sell	-100	Closed	-$10	–	418
2019 Q3	$10	Hold	100	–	–	﹤0.01%	520
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	570
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	600
2018 Q4	$4K	Buy	+100	New	+$4.71K	﹤0.01%	594

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Strategic Wealth Partners's ROKU Position: Q2 2026 in Review

Strategic Wealth Partners held its Roku (ROKU) position steady in Q2 2026 at 30 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Strategic Wealth Partners first reported a position in ROKU in Q4 2018 and has held it in 10 quarters since. The position peaked at $400K in Q1 2021. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Strategic Wealth Partners held 30 shares of Roku worth $4.14K as of Q2 2026.
Strategic Wealth Partners left its Roku share count unchanged in Q2 2026.
Roku made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1088 holding.
Strategic Wealth Partners first reported a position in Roku in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's Roku position peaked at $400K in Q1 2021.
780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.