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Laird Norton Wetherby Wealth Management’s Rubrik RBRK Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$704K Buy
8,563
+3,430
+67% +$295K 0.03% 468
2025
Q2 		$460K Buy
+5,133
New +$406K 0.02% 589

Other funds holding RBRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RBRK Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Rubrik (RBRK) stake by 67% in Q3 2025, buying an estimated $295K and bringing the position to 8,563 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #468.

Laird Norton Wetherby Wealth Management first reported a position in RBRK in Q2 2025 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold RBRK as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 8,563 shares of Rubrik worth $704K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 3,430 Rubrik shares in Q3 2025, an estimated $295K.
  • Rubrik made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #468 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Rubrik in Q2 2025 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Rubrik as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.