Lodestone Wealth Management
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
Q3 		$9.27K Sell
81
-3,802
-98% -$350K ﹤0.01% 552
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Lodestone Wealth Management's RBRK Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Rubrik (RBRK) stake by 98% in Q3 2026, selling an estimated $350K and leaving 81 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Lodestone Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 5 quarters since. The position peaked at $312K in Q2 2026. 480 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Lodestone Wealth Management held 81 shares of Rubrik worth $9.27K as of Q3 2026.
  • Lodestone Wealth Management sold 3,802 Rubrik shares in Q3 2026, an estimated $350K.
  • Rubrik made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #552 holding.
  • Lodestone Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Rubrik position peaked at $312K in Q2 2026.
  • 480 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.