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 Q3	$10.3M	Sell	67,869 -559,115	-89%	-$84.1M	0.01%	650
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%	446

Other funds holding ROKU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ROKU Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Roku (ROKU) stake by 89% in Q3 2026, selling an estimated $84.1M and leaving 67,869 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #650.

Sumitomo Mitsui Trust Group first reported a position in ROKU in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.17B in Q2 2021. 342 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Sumitomo Mitsui Trust Group held 67,869 shares of Roku worth $10.3M as of Q3 2026.
Sumitomo Mitsui Trust Group sold 559,115 Roku shares in Q3 2026, an estimated $84.1M.
Roku made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #650 holding.
Sumitomo Mitsui Trust Group first reported a position in Roku in Q3 2019 and has held it in 29 quarters since.
Sumitomo Mitsui Trust Group's Roku position peaked at $1.17B in Q2 2021.
342 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.