Diversify Advisory Services’s Rubrik RBRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.07M Buy
+81,103
New +$5.1M 0.1% 194
2025
Q3
Sell
-17,282
Closed -$1.53M 922
2025
Q2
$1.53M Buy
+17,282
New +$1.37M 0.06% 231

Other funds holding RBRK

Diversify Advisory Services's RBRK Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Rubrik (RBRK) in Q2 2026: 81,103 shares worth $6.07M. The stake represents 0.1% of the portfolio and ranks #194 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in RBRK as recently as Q2 2025.

Diversify Advisory Services first reported a position in RBRK in Q2 2025 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Diversify Advisory Services held 81,103 shares of Rubrik worth $6.07M as of Q2 2026.
  • Rubrik was a new Diversify Advisory Services position in Q2 2026.
  • Rubrik made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #194 holding.
  • Diversify Advisory Services first reported a position in Rubrik in Q2 2025 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.