Intentional Wealth Strategies’s Rubrik RBRK Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-121	Closed	-$5.92K	–	926
2026 Q1	$5.92K	Buy	+121	New	+$6.94K	0.01%	453

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

Intentional Wealth Strategies's RBRK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Rubrik (RBRK) in Q2 2026, closing a stake of 121 shares — an estimated $5.92K sold.

Intentional Wealth Strategies first reported a position in RBRK in Q1 2026 and held it in 1 quarter. The position peaked at $5.92K in Q1 2026. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Intentional Wealth Strategies reported no remaining Rubrik position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 121 Rubrik shares in Q2 2026, an estimated $5.92K.
Intentional Wealth Strategies first reported a position in Rubrik in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Rubrik position peaked at $5.92K in Q1 2026.
570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.