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Planning Strategies Inc.’s Roku ROKU Stock Holding History

Planning Strategies Inc.’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 		$276 Buy
+2
New +$244 ﹤0.01% 957

Other funds holding ROKU

Robeco Institutional Asset Management
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
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
AB
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

Planning Strategies Inc.'s ROKU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Roku (ROKU) in Q2 2026: 2 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

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

  • Planning Strategies Inc. held 2 shares of Roku worth $276 as of Q2 2026.
  • Roku was a new Planning Strategies Inc. position in Q2 2026.
  • Roku made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #957 holding.
  • 203 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.