Wealth Enhancement Advisory Services’s Rubrik RBRK Stock Holding History

Wealth Enhancement Advisory Services’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	$8.92M	Buy	117,902 +104,830	+802%	+$6.59M	0.01%	726
2026 Q1	$672K	Sell	13,072 -12,242	-48%	-$703K	﹤0.01%	2099
2025 Q4	$1.9M	Sell	25,314 -345	-1%	-$26.5K	﹤0.01%	1544
2025 Q3	$2.04M	Buy	25,659 +7,391	+40%	+$635K	﹤0.01%	1425
2025 Q2	$1.63M	Buy	+18,268	New	+$1.44M	﹤0.01%	1468
2025 Q1	–	Sell	-8,538	Closed	-$558K	–	3189
2024 Q4	$558K	Buy	8,538 +158	+2%	+$7.8K	﹤0.01%	1915
2024 Q3	$269K	Buy	8,380 +1,322	+19%	+$43.8K	﹤0.01%	2253
2024 Q2	$216K	Buy	+7,058	New	+$232K	﹤0.01%	2231

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 Enhancement Advisory Services's RBRK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Rubrik (RBRK) stake by 802% in Q2 2026, buying an estimated $6.59M and bringing the position to 117,902 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #726.

Wealth Enhancement Advisory Services first reported a position in RBRK in Q2 2024 and has held it in 8 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Wealth Enhancement Advisory Services held 117,902 shares of Rubrik worth $8.92M as of Q2 2026.
Wealth Enhancement Advisory Services bought 104,830 Rubrik shares in Q2 2026, an estimated $6.59M.
Rubrik made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #726 holding.
Wealth Enhancement Advisory Services first reported a position in Rubrik in Q2 2024 and has held it in 8 quarters since.
574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.