Dynasty Wealth Management’s Rubrik RBRK Stock Holding History

Dynasty 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	$688K	Buy	8,567 +1,696	+25%	+$107K	0.01%	224
2026 Q1	$336K	Buy	+6,871	New	+$394K	﹤0.01%	279
2025 Q3	–	Sell	-2,847	Closed	-$255K	–	354
2025 Q2	$255K	Sell	2,847 -1,477	-34%	-$117K	﹤0.01%	220
2025 Q1	$264K	Sell	4,324 -126	-3%	-$8.6K	﹤0.01%	237
2024 Q4	$291K	Buy	+4,450	New	+$220K	0.01%	228

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

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

Dynasty Wealth Management increased its Rubrik (RBRK) stake by 25% in Q2 2026, buying an estimated $107K and bringing the position to 8,567 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #224.

Dynasty Wealth Management first reported a position in RBRK in Q4 2024 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Dynasty Wealth Management held 8,567 shares of Rubrik worth $688K as of Q2 2026.
Dynasty Wealth Management bought 1,696 Rubrik shares in Q2 2026, an estimated $107K.
Rubrik made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #224 holding.
Dynasty Wealth Management first reported a position in Rubrik in Q4 2024 and has held it in 5 quarters since.
570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.