Sumitomo Mitsui Trust Group
ROKU icon

Sumitomo Mitsui Trust Group’s Roku ROKU Stock Holding History

Sumitomo Mitsui Trust Group’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 		$86.6M Sell
626,984
-1,247,385
-67% -$152M 0.05% 329
2026
Q1 		$177M Sell
1,874,369
-1,094,883
-37% -$107M 0.11% 177
2025
Q4 		$322M Sell
2,969,252
-719,366
-20% -$73M 0.19% 106
2025
Q3 		$369M Sell
3,688,618
-763,119
-17% -$70.4M 0.21% 96
2025
Q2 		$391M Sell
4,451,737
-297,326
-6% -$20.8M 0.24% 84
2025
Q1 		$335M Sell
4,749,063
-846,680
-15% -$67.8M 0.24% 91
2024
Q4 		$416M Sell
5,595,743
-855,519
-13% -$64.8M 0.28% 67
2024
Q3 		$482M Sell
6,451,262
-444,763
-6% -$28.5M 0.33% 56
2024
Q2 		$413M Sell
6,896,025
-453,042
-6% -$26.6M 0.31% 63
2024
Q1 		$479M Buy
7,349,067
+1,457,925
+25% +$113M 0.33% 57
2023
Q4 		$540M Sell
5,891,142
-587,772
-9% -$49.2M 0.4% 46
2023
Q3 		$457M Sell
6,478,914
-880,074
-12% -$68.1M 0.38% 46
2023
Q2 		$471M Sell
7,358,988
-187,858
-2% -$11.4M 0.37% 48
2023
Q1 		$497M Sell
7,546,846
-300,598
-4% -$17.6M 0.37% 49
2022
Q4 		$319M Buy
7,847,444
+444,022
+6% +$23.2M 0.25% 93
2022
Q3 		$418M Buy
7,403,422
+1,408,323
+23% +$107M 0.34% 53
2022
Q2 		$492M Buy
5,995,099
+1,360,720
+29% +$132M 0.38% 49
2022
Q1 		$581M Buy
4,634,379
+719,792
+18% +$106M 0.39% 51
2021
Q4 		$893M Buy
3,914,587
+1,122,139
+40% +$303M 0.54% 28
2021
Q3 		$875M Buy
2,792,448
+245,338
+10% +$92.5M 0.55% 28
2021
Q2 		$1.17B Buy
2,547,110
+86,092
+3% +$30.5M 0.69% 19
2021
Q1 		$802M Sell
2,461,018
-340,698
-12% -$134M 0.5% 33
2020
Q4 		$930M Buy
2,801,716
+189,130
+7% +$49.6M 0.6% 24
2020
Q3 		$493M Buy
2,612,586
+292,963
+13% +$46.3M 0.33% 60
2020
Q2 		$270M Buy
2,319,623
+414,836
+22% +$47.4M 0.19% 114
2020
Q1 		$167M Buy
1,904,787
+1,027,532
+117% +$118M 0.14% 159
2019
Q4 		$117M Buy
877,255
+386,250
+79% +$53.1M 0.09% 229
2019
Q3 		$50M Buy
+491,005
New +$60.1M 0.04% 445

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

Sumitomo Mitsui Trust Group's ROKU Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Roku (ROKU) stake by 67% in Q2 2026, selling an estimated $152M and leaving 626,984 shares worth $86.6M. The position accounts for 0.05% of the portfolio, ranked #329.

Sumitomo Mitsui Trust Group first reported a position in ROKU in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.17B in Q2 2021. 784 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 626,984 shares of Roku worth $86.6M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,247,385 Roku shares in Q2 2026, an estimated $152M.
  • Roku made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #329 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Roku in Q3 2019 and has held it in 28 quarters since.
  • Sumitomo Mitsui Trust Group's Roku position peaked at $1.17B in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.