Diversify Wealth Management’s Rubrik RBRK Stock Holding History

Diversify Wealth Management’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	$6.07M	Buy	81,103 +34,929	+76%	+$2.2M	0.1%	194
2026 Q1	$2.48M	Buy	46,174 +7,227	+19%	+$415K	0.04%	320
2025 Q4	$2.76M	Buy	38,947 +667	+2%	+$51.2K	0.13%	187
2025 Q3	$2.9M	Buy	38,280 +2,011	+6%	+$173K	0.17%	153
2025 Q2	$3.2M	Buy	36,269 +1,946	+6%	+$154K	0.2%	138
2025 Q1	$2.43M	Sell	34,323 -23,176	-40%	-$1.58M	0.18%	153
2024 Q4	$3.65M	Buy	57,499 +1,249	+2%	+$61.7K	0.28%	96
2024 Q3	$2.12M	Buy	+56,250	New	+$1.86M	0.2%	128

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 $3.38T AUM 44.17% 1-Year Est. Return

Diversify Wealth Management's RBRK Position: Q2 2026 in Review

Diversify Wealth Management increased its Rubrik (RBRK) stake by 76% in Q2 2026, buying an estimated $2.2M and bringing the position to 81,103 shares worth $6.07M. The position accounts for 0.1% of the portfolio, ranked #194.

Diversify Wealth Management first reported a position in RBRK in Q3 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Diversify Wealth Management held 81,103 shares of Rubrik worth $6.07M as of Q2 2026.
Diversify Wealth Management bought 34,929 Rubrik shares in Q2 2026, an estimated $2.2M.
Rubrik made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #194 holding.
Diversify Wealth Management first reported a position in Rubrik in Q3 2024 and has held it in 8 quarters since.
575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.