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Atria Wealth Solutions’s Rubrik RBRK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-25,500
Closed -$1.55M – 1949
2025
Q1 		$1.55M Buy
25,500
+3,500
+16% +$239K 0.02% 726
2024
Q4 		$1.44M Hold
22,000
– – 0.02% 772
2024
Q3 		$707K Hold
22,000
– – 0.01% 1065
2024
Q2 		$675K Buy
+22,000
New +$723K 0.01% 1076

Other funds holding RBRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IVMX
Institutional Venture Management XV Menlo Park, California $122M AUM 1.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's RBRK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Rubrik (RBRK) in Q2 2025, closing a stake of 25,500 shares — an estimated $1.55M sold.

Atria Wealth Solutions first reported a position in RBRK in Q2 2024 and held it in 4 quarters. The position peaked at $1.55M in Q1 2025. 389 funds tracked by Wall St. Rank hold RBRK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Rubrik position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 25,500 Rubrik shares in Q2 2025, an estimated $1.55M.
  • Atria Wealth Solutions first reported a position in Rubrik in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Rubrik position peaked at $1.55M in Q1 2025.
  • 389 funds tracked by Wall St. Rank held Rubrik as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.