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SHP Wealth Management’s Rubrik RBRK Stock Holding History

SHP 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
Q1 		$147 Buy
+3
New +$172 ﹤0.01% 1753

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's RBRK Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Rubrik (RBRK) in Q1 2026: 3 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings.

463 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • SHP Wealth Management held 3 shares of Rubrik worth $147 as of Q1 2026.
  • Rubrik was a new SHP Wealth Management position in Q1 2026.
  • Rubrik made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1753 holding.
  • 463 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.