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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ROKU Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Roku (ROKU) stake by 37% in Q1 2026, selling an estimated $107M and leaving 1,874,369 shares worth $177M. The position accounts for 0.11% of the portfolio, ranked #177.

Sumitomo Mitsui Trust Group first reported a position in ROKU in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.17B in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,874,369 shares of Roku worth $177M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 1,094,883 Roku shares in Q1 2026, an estimated $107M.
  • Roku made up 0.11% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #177 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Roku in Q3 2019 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Roku position peaked at $1.17B in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.