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Wealth Enhancement Trust Services’s Roku ROKU Stock Holding History

Wealth Enhancement Trust 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 		$9.12K Buy
66
+28
+74% +$3.42K ﹤0.01% 740
2026
Q1 		$3.6K Hold
38
– – ﹤0.01% 662
2025
Q4 		$4.12K Buy
+38
New +$3.86K ﹤0.01% 612

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealth Enhancement Trust Services's ROKU Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Roku (ROKU) stake by 74% in Q2 2026, buying an estimated $3.42K and bringing the position to 66 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Wealth Enhancement Trust Services first reported a position in ROKU in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Wealth Enhancement Trust Services held 66 shares of Roku worth $9.12K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 28 Roku shares in Q2 2026, an estimated $3.42K.
  • Roku made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #740 holding.
  • Wealth Enhancement Trust Services first reported a position in Roku in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.