DiNuzzo Private Wealth
RBRK icon

DiNuzzo Private Wealth’s Rubrik RBRK Stock Holding History

DiNuzzo Private 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
Q3 		$1.6K Buy
14
+6
+75% +$552 ﹤0.01% 732
2026
Q2 		$643 Buy
8
+7
+700% +$440 ﹤0.01% 1033
2026
Q1 		$49 Sell
1
-5
-83% -$287 ﹤0.01% 1308
2025
Q4 		$459 Buy
+6
New +$460 ﹤0.01% 1107

Other funds holding RBRK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

DiNuzzo Private Wealth's RBRK Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Rubrik (RBRK) stake by 75% in Q3 2026, buying an estimated $552 and bringing the position to 14 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

DiNuzzo Private Wealth first reported a position in RBRK in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • DiNuzzo Private Wealth held 14 shares of Rubrik worth $1.6K as of Q3 2026.
  • DiNuzzo Private Wealth bought 6 Rubrik shares in Q3 2026, an estimated $552.
  • Rubrik made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #732 holding.
  • DiNuzzo Private Wealth first reported a position in Rubrik in Q4 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.