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StoneCrest Wealth Management’s Rubrik RBRK Stock Holding History

StoneCrest 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 		– Sell
-7,557
Closed -$370K – 83
2026
Q1 		$370K Buy
7,557
+1,568
+26% +$90K 0.16% 62
2025
Q4 		$458K Buy
5,989
+2,408
+67% +$185K 0.18% 60
2025
Q3 		$295K Buy
+3,581
New +$308K 0.13% 65

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

StoneCrest Wealth Management sold out of Rubrik (RBRK) in Q2 2026, closing a stake of 7,557 shares — an estimated $370K sold.

StoneCrest Wealth Management first reported a position in RBRK in Q3 2025 and held it in 3 quarters. The position peaked at $458K in Q4 2025. 49 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • StoneCrest Wealth Management reported no remaining Rubrik position as of Q2 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 7,557 Rubrik shares in Q2 2026, an estimated $370K.
  • StoneCrest Wealth Management first reported a position in Rubrik in Q3 2025 and held it in 3 quarters.
  • StoneCrest Wealth Management's Rubrik position peaked at $458K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.