WealthPlan Investment Management’s Roku ROKU Stock Holding History

WealthPlan Investment Management’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	$236K	Buy	+1,706	New	+$208K	0.01%	434

Other funds holding ROKU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

AVA

Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return

WealthPlan Investment Management's ROKU Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Roku (ROKU) in Q2 2026: 1,706 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

203 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

WealthPlan Investment Management held 1,706 shares of Roku worth $236K as of Q2 2026.
Roku was a new WealthPlan Investment Management position in Q2 2026.
Roku made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #434 holding.
203 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.