WIM
ROKU icon

Westside Investment Management’s Roku ROKU Stock Holding History

Westside 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 		$1.38K Hold
10
– – ﹤0.01% 1366
2026
Q1 		$946 Hold
10
– – ﹤0.01% 1393
2025
Q4 		$1.08K Buy
+10
New +$1.01K ﹤0.01% 1377
2018
Q4 		$12.1K Hold
300
– – ﹤0.01% 434
2018
Q3 		$16.2K Hold
300
– – 0.01% 397
2018
Q2 		$14.5K Buy
+300
New +$10.9K 0.01% 475

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

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

Westside Investment Management held its Roku (ROKU) position steady in Q2 2026 at 10 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Westside Investment Management first reported a position in ROKU in Q2 2018 and has held it in 6 quarters since. The position peaked at $16.2K in Q3 2018. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Westside Investment Management held 10 shares of Roku worth $1.38K as of Q2 2026.
  • Westside Investment Management left its Roku share count unchanged in Q2 2026.
  • Roku made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1366 holding.
  • Westside Investment Management first reported a position in Roku in Q2 2018 and has held it in 6 quarters since.
  • Westside Investment Management's Roku position peaked at $16.2K in Q3 2018.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.