AWM
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Activest Wealth Management’s Rubrik RBRK Stock Holding History

Activest Wealth Management’s Portfolio RBRK Stock Details RBRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2K Buy
276
+102
+59% +$6.42K ﹤0.01% 429
2026
Q1 		$8.52K Hold
174
– – ﹤0.01% 719
2025
Q4 		$13.3K Buy
174
+75
+76% +$5.75K ﹤0.01% 597
2025
Q3 		$8.14K Buy
+99
New +$8.51K ﹤0.01% 552

Other funds holding RBRK

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
RAM
Robocap Asset Management London, United Kingdom $124M AUM 95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Activest Wealth Management's RBRK Position: Q2 2026 in Review

Activest Wealth Management increased its Rubrik (RBRK) stake by 59% in Q2 2026, buying an estimated $6.42K and bringing the position to 276 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Activest Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Activest Wealth Management held 276 shares of Rubrik worth $22.2K as of Q2 2026.
  • Activest Wealth Management bought 102 Rubrik shares in Q2 2026, an estimated $6.42K.
  • Rubrik made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Activest Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.