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 Q2	$562	Buy	7 +4	+133%	+$252	﹤0.01%	1727
2026 Q1	$147	Buy	+3	New	+$172	﹤0.01%	1753

Other funds holding RBRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHP Wealth Management's RBRK Position: Q2 2026 in Review

SHP Wealth Management increased its Rubrik (RBRK) stake by 133% in Q2 2026, buying an estimated $252 and bringing the position to 7 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

SHP Wealth Management first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

SHP Wealth Management held 7 shares of Rubrik worth $562 as of Q2 2026.
SHP Wealth Management bought 4 Rubrik shares in Q2 2026, an estimated $252.
Rubrik made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1727 holding.
SHP Wealth Management first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.