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Mark Sheptoff Financial Planning’s Rubrik RBRK Stock Holding History

Mark Sheptoff Financial Planning’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 		$24.1K Hold
300
– – 0.01% 263
2026
Q1 		$17.1K Hold
300
– – 0.01% 287
2025
Q4 		$22.9K Hold
300
– – 0.01% 267
2025
Q3 		$24.7K Hold
300
– – 0.01% 255
2025
Q2 		$26.9K Hold
300
– – 0.01% 243
2025
Q1 		$18.3K Hold
300
– – 0.01% 255
2024
Q4 		$19.6K Hold
300
– – 0.01% 260
2024
Q3 		$9.64K Sell
300
-300
-50% -$9.94K 0.01% 312
2024
Q2 		$18.4K Buy
+600
New +$19.7K 0.01% 260

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

Mark Sheptoff Financial Planning's RBRK Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Rubrik (RBRK) position steady in Q2 2026 at 300 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #263.

Mark Sheptoff Financial Planning first reported a position in RBRK in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.9K in Q2 2025. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Rubrik worth $24.1K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Rubrik share count unchanged in Q2 2026.
  • Rubrik made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #263 holding.
  • Mark Sheptoff Financial Planning first reported a position in Rubrik in Q2 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Rubrik position peaked at $26.9K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.