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Wealth Architects’s Rubrik RBRK Stock Holding History

Wealth Architects’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 		$214K Sell
4,364
-1,315
-23% -$75.5K 0.02% 226
2025
Q4 		$434K Buy
5,679
+1
+0% +$77 0.04% 148
2025
Q3 		$467K Hold
5,678
– – 0.04% 142
2025
Q2 		$509K Hold
5,678
– – 0.05% 136
2025
Q1 		$346K Buy
+5,678
New +$388K 0.04% 168

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 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 $2.9T AUM 29.55% 1-Year Est. Return

Wealth Architects's RBRK Position: Q1 2026 in Review

Wealth Architects reduced its Rubrik (RBRK) stake by 23% in Q1 2026, selling an estimated $75.5K and leaving 4,364 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #226.

Wealth Architects first reported a position in RBRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $509K in Q2 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Wealth Architects held 4,364 shares of Rubrik worth $214K as of Q1 2026.
  • Wealth Architects sold 1,315 Rubrik shares in Q1 2026, an estimated $75.5K.
  • Rubrik made up 0.02% of Wealth Architects's portfolio in Q1 2026, its #226 holding.
  • Wealth Architects first reported a position in Rubrik in Q1 2025 and has held it in 5 quarters since.
  • Wealth Architects's Rubrik position peaked at $509K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.