True Wealth Design
ROKU icon

True Wealth Design’s Roku ROKU Stock Holding History

True Wealth Design’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 		$46.4K Sell
305
-296
-49% -$44.5K 0.01% 529
2026
Q2 		$83K Sell
601
-583
-49% -$71.1K 0.02% 311
2026
Q1 		$112K Buy
1,184
+50
+4% +$4.87K 0.03% 183
2025
Q4 		$123K Buy
1,134
+79
+7% +$8.02K 0.04% 147
2025
Q3 		$106K Buy
1,055
+460
+77% +$42.4K 0.03% 153
2025
Q2 		$52.3K Buy
595
+533
+860% +$37.2K 0.02% 200
2025
Q1 		$4.37K Buy
62
+60
+3,000% +$4.8K ﹤0.01% 727
2024
Q4 		$149 Buy
2
+1
+100% +$76 ﹤0.01% 1251
2024
Q3 		$75 Sell
1
-101
-99% -$6.47K ﹤0.01% 1246
2024
Q2 		$6.11K Buy
102
+100
+5,000% +$5.86K ﹤0.01% 264
2024
Q1 		$131 Buy
2
+1
+100% +$78 ﹤0.01% 759
2023
Q4 		$92 Buy
+1
New +$84 ﹤0.01% 742
2023
Q3 		– Sell
-1
Closed -$64 – 807
2023
Q2 		$64 Buy
+1
New +$61 ﹤0.01% 747

Other funds holding ROKU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Empirical Capital Management
Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

True Wealth Design's ROKU Position: Q3 2026 in Review

True Wealth Design reduced its Roku (ROKU) stake by 49% in Q3 2026, selling an estimated $44.5K and leaving 305 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #529.

True Wealth Design first reported a position in ROKU in Q2 2023 and has held it in 13 quarters since. The position peaked at $123K in Q4 2025. 338 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • True Wealth Design held 305 shares of Roku worth $46.4K as of Q3 2026.
  • True Wealth Design sold 296 Roku shares in Q3 2026, an estimated $44.5K.
  • Roku made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #529 holding.
  • True Wealth Design first reported a position in Roku in Q2 2023 and has held it in 13 quarters since.
  • True Wealth Design's Roku position peaked at $123K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.