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 Q2	$470K	Sell	5,853 -1,082	-16%	-$68K	0.66%	35
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 New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Axim Planning & Wealth's RBRK Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Rubrik (RBRK) stake by 16% in Q2 2026, selling an estimated $68K and leaving 5,853 shares worth $470K. The position accounts for 0.66% of the portfolio, ranked #35.

Axim Planning & Wealth first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Axim Planning & Wealth held 5,853 shares of Rubrik worth $470K as of Q2 2026.
Axim Planning & Wealth sold 1,082 Rubrik shares in Q2 2026, an estimated $68K.
Rubrik made up 0.66% of Axim Planning & Wealth's portfolio in Q2 2026, its #35 holding.
Axim Planning & Wealth first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.