Gradient Investments’s Rubrik RBRK Stock Holding History

Gradient Investments’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	$2.06M	Buy	25,652 +6,567	+34%	+$413K	0.03%	264
2026 Q1	$935K	Buy	+19,085	New	+$1.1M	0.01%	309

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

Gradient Investments's RBRK Position: Q2 2026 in Review

Gradient Investments increased its Rubrik (RBRK) stake by 34% in Q2 2026, buying an estimated $413K and bringing the position to 25,652 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #264.

Gradient Investments 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.

Gradient Investments held 25,652 shares of Rubrik worth $2.06M as of Q2 2026.
Gradient Investments bought 6,567 Rubrik shares in Q2 2026, an estimated $413K.
Rubrik made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #264 holding.
Gradient Investments 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 Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.