Aspect Partners’s Rubrik RBRK Stock Holding History

Aspect Partners’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 Q3	–	Sell	-14	Closed	-$1.12K	–	697
2026 Q2	$1.12K	Buy	+14	New	+$880	﹤0.01%	561

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Aspect Partners's RBRK Position: Q3 2026 in Review

Aspect Partners sold out of Rubrik (RBRK) in Q3 2026, closing a stake of 14 shares — an estimated $1.12K sold.

Aspect Partners first reported a position in RBRK in Q2 2026 and held it in 1 quarter. The position peaked at $1.12K in Q2 2026. 131 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

Aspect Partners reported no remaining Rubrik position as of Q3 2026 after selling out during the quarter.
Aspect Partners sold 14 Rubrik shares in Q3 2026, an estimated $1.12K.
Aspect Partners first reported a position in Rubrik in Q2 2026 and held it in 1 quarter.
Aspect Partners's Rubrik position peaked at $1.12K in Q2 2026.
131 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.