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Sterling Investment Advisors (Pennsylvania)’s Rubrik RBRK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$330K Sell
4,110
-140
-3% -$8.8K 0.06% 181
2026
Q1 		$208K Buy
+4,250
New +$244K 0.04% 202

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s RBRK Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Rubrik (RBRK) stake by 3.3% in Q2 2026, selling an estimated $8.8K and leaving 4,110 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #181.

Sterling Investment Advisors (Pennsylvania) first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 4,110 shares of Rubrik worth $330K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 140 Rubrik shares in Q2 2026, an estimated $8.8K.
  • Rubrik made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #181 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.