VSM Wealth Advisory’s Roku ROKU Stock Holding History

VSM Wealth Advisory’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	$13.8K	Hold	100	–	–	﹤0.01%	341
2026 Q1	$9.46K	Hold	100	–	–	﹤0.01%	367
2025 Q4	$10.8K	Hold	100	–	–	﹤0.01%	324
2025 Q3	$10K	Hold	100	–	–	﹤0.01%	340
2025 Q2	$8.79K	Hold	100	–	–	﹤0.01%	392
2025 Q1	$7.04K	Hold	100	–	–	﹤0.01%	384
2024 Q4	$7.43K	Buy	+100	New	+$7.58K	﹤0.01%	369

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

VSM Wealth Advisory's ROKU Position: Q2 2026 in Review

VSM Wealth Advisory held its Roku (ROKU) position steady in Q2 2026 at 100 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

VSM Wealth Advisory first reported a position in ROKU in Q4 2024 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

VSM Wealth Advisory held 100 shares of Roku worth $13.8K as of Q2 2026.
VSM Wealth Advisory left its Roku share count unchanged in Q2 2026.
Roku made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #341 holding.
VSM Wealth Advisory first reported a position in Roku in Q4 2024 and has held it in 7 quarters since.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.