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Roger Wittlin Investment Advisory’s Rubrik RBRK Stock Holding History

Roger Wittlin Investment Advisory’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
2025
Q4 		– Sell
-4,817
Closed -$396K – 44
2025
Q3 		$396K Sell
4,817
-306
-6% -$26.3K 0.22% 33
2025
Q2 		$459K Sell
5,123
-136
-3% -$10.8K 0.26% 31
2025
Q1 		$321K Sell
5,259
-41
-0.8% -$2.8K 0.19% 36
2024
Q4 		$346K Buy
+5,300
New +$262K 0.19% 34

Other funds holding RBRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Roger Wittlin Investment Advisory's RBRK Position: Q4 2025 in Review

Roger Wittlin Investment Advisory sold out of Rubrik (RBRK) in Q4 2025, closing a stake of 4,817 shares — an estimated $396K sold.

Roger Wittlin Investment Advisory first reported a position in RBRK in Q4 2024 and held it in 4 quarters. The position peaked at $459K in Q2 2025. 473 funds tracked by Wall St. Rank hold RBRK as of Q4 2025.

  • Roger Wittlin Investment Advisory reported no remaining Rubrik position as of Q4 2025 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 4,817 Rubrik shares in Q4 2025, an estimated $396K.
  • Roger Wittlin Investment Advisory first reported a position in Rubrik in Q4 2024 and held it in 4 quarters.
  • Roger Wittlin Investment Advisory's Rubrik position peaked at $459K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Rubrik as of Q4 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.