Wealth Effects’s Rubrik RBRK Stock Holding History

Wealth Effects’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	$3.55M	Buy	44,197 +9,125	+26%	+$574K	0.96%	19
2026 Q1	$1.72M	Buy	+35,072	New	+$2.01M	0.61%	35

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

Wealth Effects's RBRK Position: Q2 2026 in Review

Wealth Effects increased its Rubrik (RBRK) stake by 26% in Q2 2026, buying an estimated $574K and bringing the position to 44,197 shares worth $3.55M. The position accounts for 0.96% of the portfolio, ranked #19.

Wealth Effects first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Wealth Effects held 44,197 shares of Rubrik worth $3.55M as of Q2 2026.
Wealth Effects bought 9,125 Rubrik shares in Q2 2026, an estimated $574K.
Rubrik made up 0.96% of Wealth Effects's portfolio in Q2 2026, its #19 holding.
Wealth Effects first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.