True Wealth Design’s Rubrik RBRK Stock Holding History

True Wealth Design’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	$191K	Buy	2,381 +2,350	+7,581%	+$148K	0.05%	126
2026 Q1	$1.52K	Sell	31 -4	-11%	-$230	﹤0.01%	1651
2025 Q4	$2.68K	Buy	+35	New	+$2.69K	﹤0.01%	1345

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 $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's RBRK Position: Q2 2026 in Review

True Wealth Design increased its Rubrik (RBRK) stake by 7,581% in Q2 2026, buying an estimated $148K and bringing the position to 2,381 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #126.

True Wealth Design first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

True Wealth Design held 2,381 shares of Rubrik worth $191K as of Q2 2026.
True Wealth Design bought 2,350 Rubrik shares in Q2 2026, an estimated $148K.
Rubrik made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #126 holding.
True Wealth Design first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.