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Twin Peaks Wealth Advisors’s Roku ROKU Stock Holding History

Twin Peaks Wealth Advisors’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
-13
Closed -$1.23K – 1771
2026
Q1 		$1.23K Buy
+13
New +$1.27K ﹤0.01% 1848
2025
Q3 		– Sell
-130
Closed -$11K – 1681
2025
Q2 		$11K Buy
+130
New +$9.08K ﹤0.01% 891

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

Twin Peaks Wealth Advisors's ROKU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Roku (ROKU) in Q2 2026, closing a stake of 13 shares — an estimated $1.23K sold.

Twin Peaks Wealth Advisors first reported a position in ROKU in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 13 Roku shares in Q2 2026, an estimated $1.23K.
  • Twin Peaks Wealth Advisors first reported a position in Roku in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Roku position peaked at $11K in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.