West Tower Group’s Roku ROKU Stock Holding History

West Tower Group’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	$1.51M	Sell	10,950 -2,000	-15%	-$244K	4.25%	6
2026 Q1	$1.23M	Sell	12,950 -500	-4%	-$48.7K	3.82%	7
2025 Q4	$1.46M	Buy	13,450 +2,450	+22%	+$249K	3.29%	6
2025 Q3	$1.1M	Buy	11,000 +3,000	+38%	+$277K	3.19%	11
2025 Q2	$703K	Buy	8,000 +4,500	+129%	+$314K	1.53%	18
2025 Q1	$247K	Buy	+3,500	New	+$280K	0.65%	54

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

West Tower Group's ROKU Position: Q2 2026 in Review

West Tower Group reduced its Roku (ROKU) stake by 15% in Q2 2026, selling an estimated $244K and leaving 10,950 shares worth $1.51M. The position accounts for 4.25% of the portfolio, ranked #6.

West Tower Group first reported a position in ROKU in Q1 2025 and has held it in 6 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

West Tower Group held 10,950 shares of Roku worth $1.51M as of Q2 2026.
West Tower Group sold 2,000 Roku shares in Q2 2026, an estimated $244K.
Roku made up 4.25% of West Tower Group's portfolio in Q2 2026, its #6 holding.
West Tower Group first reported a position in Roku in Q1 2025 and has held it in 6 quarters since.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.