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Axim Planning & Wealth’s Rubrik RBRK Stock Holding History

Axim Planning & Wealth’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
Q1 		$340K Buy
6,935
+3,343
+93% +$192K 0.41% 49
2025
Q4 		$275K Buy
3,592
+998
+38% +$76.6K 0.29% 53
2025
Q3 		$213K Buy
+2,594
New +$223K 0.17% 76

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axim Planning & Wealth's RBRK Position: Q1 2026 in Review

Axim Planning & Wealth increased its Rubrik (RBRK) stake by 93% in Q1 2026, buying an estimated $192K and bringing the position to 6,935 shares worth $340K. The position accounts for 0.41% of the portfolio, ranked #49.

Axim Planning & Wealth first reported a position in RBRK in Q3 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Axim Planning & Wealth held 6,935 shares of Rubrik worth $340K as of Q1 2026.
  • Axim Planning & Wealth bought 3,343 Rubrik shares in Q1 2026, an estimated $192K.
  • Rubrik made up 0.41% of Axim Planning & Wealth's portfolio in Q1 2026, its #49 holding.
  • Axim Planning & Wealth first reported a position in Rubrik in Q3 2025 and has held it in 3 quarters since.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.