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Lodestone Wealth Management’s Rubrik RBRK Stock Holding History

Lodestone 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
Q2 		$312K Buy
3,883
+813
+26% +$51.1K 0.11% 149
2026
Q1 		$150K Buy
3,070
+532
+21% +$30.5K 0.06% 190
2025
Q4 		$194K Sell
2,538
-44
-2% -$3.38K 0.08% 175
2025
Q3 		$212K Buy
+2,582
New +$222K 0.1% 169

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lodestone Wealth Management's RBRK Position: Q2 2026 in Review

Lodestone Wealth Management increased its Rubrik (RBRK) stake by 26% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,883 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #149.

Lodestone Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Lodestone Wealth Management held 3,883 shares of Rubrik worth $312K as of Q2 2026.
  • Lodestone Wealth Management bought 813 Rubrik shares in Q2 2026, an estimated $51.1K.
  • Rubrik made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Lodestone Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.