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Sunrise Financial Services’s Roku ROKU Stock Holding History

Sunrise Financial Services’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 		– Sell
-14
Closed -$1.32K – 635
2026
Q1 		$1.32K Hold
14
– – ﹤0.01% 468
2025
Q4 		$1.52K Buy
+14
New +$1.42K ﹤0.01% 409

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

Sunrise Financial Services's ROKU Position: Q2 2026 in Review

Sunrise Financial Services sold out of Roku (ROKU) in Q2 2026, closing a stake of 14 shares — an estimated $1.32K sold.

Sunrise Financial Services first reported a position in ROKU in Q4 2025 and held it in 2 quarters. The position peaked at $1.52K in Q4 2025. 783 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Sunrise Financial Services reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 14 Roku shares in Q2 2026, an estimated $1.32K.
  • Sunrise Financial Services first reported a position in Roku in Q4 2025 and held it in 2 quarters.
  • Sunrise Financial Services's Roku position peaked at $1.52K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.