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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
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 $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

Clearstead Advisors's RBRK Position: Q1 2026 in Review

Clearstead Advisors increased its Rubrik (RBRK) stake by 18,082% in Q1 2026, buying an estimated $114K and bringing the position to 2,000 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Clearstead Advisors first reported a position in RBRK in Q1 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Clearstead Advisors held 2,000 shares of Rubrik worth $97.9K as of Q1 2026.
  • Clearstead Advisors bought 1,989 Rubrik shares in Q1 2026, an estimated $114K.
  • Rubrik made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1140 holding.
  • Clearstead Advisors first reported a position in Rubrik in Q1 2025 and has held it in 4 quarters since.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.