Left Brain Wealth Management
RBRK icon

Left Brain Wealth Management’s Rubrik RBRK Stock Holding History

Left Brain 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
2026
Q3 		$345K Sell
3,010
-2,240
-43% -$206K 0.11% 74
2026
Q2 		$421K Buy
+5,250
New +$330K 0.13% 71
2025
Q4 		– Sell
-5,775
Closed -$475K – 109
2025
Q3 		$475K Hold
5,775
– – 0.15% 76
2025
Q2 		$517K Buy
5,775
+1,575
+38% +$125K 0.18% 64
2025
Q1 		$256K Buy
+4,200
New +$287K 0.11% 80

Other funds holding RBRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Left Brain Wealth Management's RBRK Position: Q3 2026 in Review

Left Brain Wealth Management reduced its Rubrik (RBRK) stake by 43% in Q3 2026, selling an estimated $206K and leaving 3,010 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #74.

Left Brain Wealth Management first reported a position in RBRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $517K in Q2 2025. 517 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Left Brain Wealth Management held 3,010 shares of Rubrik worth $345K as of Q3 2026.
  • Left Brain Wealth Management sold 2,240 Rubrik shares in Q3 2026, an estimated $206K.
  • Rubrik made up 0.11% of Left Brain Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Left Brain Wealth Management first reported a position in Rubrik in Q1 2025 and has held it in 5 quarters since.
  • Left Brain Wealth Management's Rubrik position peaked at $517K in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.