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Whipplewood Advisors’s Roku ROKU Stock Holding History

Whipplewood Advisors’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 		– Sell
-86
Closed -$8.14K – 962
2026
Q1 		$8.14K Buy
+86
New +$8.38K ﹤0.01% 527
2025
Q1 		– Sell
-100
Closed -$7.43K – 1234
2024
Q4 		$7.43K Buy
+100
New +$7.58K ﹤0.01% 612

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

Whipplewood Advisors's ROKU Position: Q2 2026 in Review

Whipplewood Advisors sold out of Roku (ROKU) in Q2 2026, closing a stake of 86 shares — an estimated $8.14K sold.

Whipplewood Advisors first reported a position in ROKU in Q4 2024 and held it in 2 quarters. The position peaked at $8.14K in Q1 2026. 784 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Whipplewood Advisors reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 86 Roku shares in Q2 2026, an estimated $8.14K.
  • Whipplewood Advisors first reported a position in Roku in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Roku position peaked at $8.14K in Q1 2026.
  • 784 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.