Elevation Wealth Partners’s Rubrik RBRK Stock Holding History

Elevation Wealth Partners’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	$4.9K	Buy	61 +25	+69%	+$1.57K	﹤0.01%	1023
2026 Q1	$1.76K	Buy	+36	New	+$2.07K	﹤0.01%	930

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

Elevation Wealth Partners's RBRK Position: Q2 2026 in Review

Elevation Wealth Partners increased its Rubrik (RBRK) stake by 69% in Q2 2026, buying an estimated $1.57K and bringing the position to 61 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Elevation Wealth Partners first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Elevation Wealth Partners held 61 shares of Rubrik worth $4.9K as of Q2 2026.
Elevation Wealth Partners bought 25 Rubrik shares in Q2 2026, an estimated $1.57K.
Rubrik made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1023 holding.
Elevation Wealth Partners first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.