HWA
RBRK icon

Heritage Wealth Advisors’s Rubrik RBRK Stock Holding History

Heritage Wealth Advisors’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
Q1 		$30.4K Hold
620
– – ﹤0.01% 389
2025
Q4 		$47.4K Buy
+620
New +$47.6K ﹤0.01% 325

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's RBRK Position: Q1 2026 in Review

Heritage Wealth Advisors held its Rubrik (RBRK) position steady in Q1 2026 at 620 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Heritage Wealth Advisors first reported a position in RBRK in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.4K in Q4 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Heritage Wealth Advisors held 620 shares of Rubrik worth $30.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Rubrik share count unchanged in Q1 2026.
  • Rubrik made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #389 holding.
  • Heritage Wealth Advisors first reported a position in Rubrik in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Rubrik position peaked at $47.4K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.