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Timothy G. Youngquist 2020 Irrevocable Trust’s Roku ROKU Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-1,083
Closed -$102K – 408
2026
Q1 		$102K Buy
+1,083
New +$105K 0.04% 159

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 $3.38T AUM 44.17% 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

Timothy G. Youngquist 2020 Irrevocable Trust's ROKU Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Roku (ROKU) in Q2 2026, closing a stake of 1,083 shares — an estimated $102K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ROKU in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 1,083 Roku shares in Q2 2026, an estimated $102K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Roku in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Roku position peaked at $102K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.