Creative Planning
RBRK icon

Creative Planning’s Rubrik RBRK Stock Holding History

Creative Planning’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 		$7.87M Buy
98,091
+68,448
+231% +$4.3M ﹤0.01% 1057
2026
Q1 		$1.45M Buy
29,643
+5,889
+25% +$338K ﹤0.01% 2163
2025
Q4 		$1.82M Buy
23,754
+4,366
+23% +$335K ﹤0.01% 1800
2025
Q3 		$1.59M Buy
19,388
+14,720
+315% +$1.27M ﹤0.01% 1728
2025
Q2 		$418K Buy
4,668
+236
+5% +$18.7K ﹤0.01% 2626
2025
Q1 		$270K Buy
4,432
+880
+25% +$60.1K ﹤0.01% 2848
2024
Q4 		$232K Buy
+3,552
New +$175K ﹤0.01% 2868

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 $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's RBRK Position: Q2 2026 in Review

Creative Planning increased its Rubrik (RBRK) stake by 231% in Q2 2026, buying an estimated $4.3M and bringing the position to 98,091 shares worth $7.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Creative Planning first reported a position in RBRK in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Creative Planning held 98,091 shares of Rubrik worth $7.87M as of Q2 2026.
  • Creative Planning bought 68,448 Rubrik shares in Q2 2026, an estimated $4.3M.
  • Rubrik made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1057 holding.
  • Creative Planning first reported a position in Rubrik in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.