McAdam LLC’s Rubrik RBRK Stock Holding History

McAdam LLC’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	–	Sell	-4,032	Closed	-$324K	–	576
2026 Q2	$324K	Buy	+4,032	New	+$254K	0.01%	364
2025 Q4	–	Sell	-3,738	Closed	-$307K	–	447
2025 Q3	$307K	Buy	+3,738	New	+$321K	0.02%	301

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

McAdam LLC's RBRK Position: Q3 2026 in Review

McAdam LLC sold out of Rubrik (RBRK) in Q3 2026, closing a stake of 4,032 shares — an estimated $324K sold.

McAdam LLC first reported a position in RBRK in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q2 2026. 131 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

McAdam LLC reported no remaining Rubrik position as of Q3 2026 after selling out during the quarter.
McAdam LLC sold 4,032 Rubrik shares in Q3 2026, an estimated $324K.
McAdam LLC first reported a position in Rubrik in Q3 2025 and held it in 2 quarters.
McAdam LLC's Rubrik position peaked at $324K in Q2 2026.
131 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.