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Clearstead Advisors’s Rubrik RBRK Stock Holding History

Clearstead Advisors’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 		$231K Buy
2,872
+872
+44% +$54.8K ﹤0.01% 1022
2026
Q1 		$97.9K Buy
2,000
+1,989
+18,082% +$114K ﹤0.01% 1140
2025
Q4 		$842 Sell
11
-212
-95% -$16.3K ﹤0.01% 2245
2025
Q3 		$18.3K Buy
+223
New +$19.2K ﹤0.01% 1685
2025
Q2 		– Sell
-167
Closed -$10.2K – 2897
2025
Q1 		$10.2K Buy
+167
New +$11.4K ﹤0.01% 1599

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Clearstead Advisors's RBRK Position: Q2 2026 in Review

Clearstead Advisors increased its Rubrik (RBRK) stake by 44% in Q2 2026, buying an estimated $54.8K and bringing the position to 2,872 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Clearstead Advisors first reported a position in RBRK in Q1 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Clearstead Advisors held 2,872 shares of Rubrik worth $231K as of Q2 2026.
  • Clearstead Advisors bought 872 Rubrik shares in Q2 2026, an estimated $54.8K.
  • Rubrik made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1022 holding.
  • Clearstead Advisors first reported a position in Rubrik in Q1 2025 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.