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Mount Yale Investment Advisors’s Rubrik RBRK Stock Holding History

Mount Yale Investment Advisors’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 		$247K Buy
+3,076
New +$193K ﹤0.01% 1064
2025
Q3 		– Sell
-461
Closed -$41.3K – 1649
2025
Q2 		$41.3K Buy
+461
New +$36.4K ﹤0.01% 867
2025
Q1 		– Sell
-4,344
Closed -$284K – 594
2024
Q4 		$284K Sell
4,344
-2,121
-33% -$105K 0.02% 458
2024
Q3 		$208K Buy
+6,465
New +$214K 0.02% 512

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 $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's RBRK Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Rubrik (RBRK) in Q2 2026: 3,076 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RBRK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RBRK in Q3 2024 and has held it in 4 quarters since. The position peaked at $284K in Q4 2024. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Mount Yale Investment Advisors held 3,076 shares of Rubrik worth $247K as of Q2 2026.
  • Rubrik was a new Mount Yale Investment Advisors position in Q2 2026.
  • Rubrik made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1064 holding.
  • Mount Yale Investment Advisors first reported a position in Rubrik in Q3 2024 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Rubrik position peaked at $284K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.