LWM
RBRK icon

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
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 $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

Lodestone Wealth Management's RBRK Position: Q1 2026 in Review

Lodestone Wealth Management increased its Rubrik (RBRK) stake by 21% in Q1 2026, buying an estimated $30.5K and bringing the position to 3,070 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #190.

Lodestone Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $212K in Q3 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Lodestone Wealth Management held 3,070 shares of Rubrik worth $150K as of Q1 2026.
  • Lodestone Wealth Management bought 532 Rubrik shares in Q1 2026, an estimated $30.5K.
  • Rubrik made up 0.06% of Lodestone Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Lodestone Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Rubrik position peaked at $212K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.