Cura Wealth Advisors’s Rubrik RBRK Stock Holding History

Cura Wealth 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	$328K	Buy	+4,090	New	+$257K	0.14%	86
2026 Q1	–	Sell	-3,302	Closed	-$253K	–	153
2025 Q4	$253K	Buy	3,302 +102	+3%	+$7.82K	0.1%	110
2025 Q3	$263K	Hold	3,200	–	–	0.1%	97
2025 Q2	$287K	Buy	+3,200	New	+$253K	0.11%	78
2025 Q1	–	Sell	-3,200	Closed	-$209K	–	110
2024 Q4	$209K	Buy	+3,200	New	+$158K	0.09%	91

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

Cura Wealth Advisors's RBRK Position: Q2 2026 in Review

Cura Wealth Advisors opened a new position in Rubrik (RBRK) in Q2 2026: 4,090 shares worth $328K. The stake represents 0.14% of the portfolio and ranks #86 among its holdings. This is a return to the name: Cura Wealth Advisors previously reported a position in RBRK as recently as Q4 2025.

Cura Wealth Advisors first reported a position in RBRK in Q4 2024 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Cura Wealth Advisors held 4,090 shares of Rubrik worth $328K as of Q2 2026.
Rubrik was a new Cura Wealth Advisors position in Q2 2026.
Rubrik made up 0.14% of Cura Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Cura Wealth Advisors first reported a position in Rubrik in Q4 2024 and has held it in 5 quarters since.
573 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

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