Wealth Enhancement Advisory Services
RBRK icon

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
2025
Q3 		– Sell
-25,000
Closed -$670K – 3721
2025
Q2 		$670K Buy
+25,000
New +$1.98M ﹤0.01% 1998
2024
Q4 		– Sell
-1,000
Closed -$2.15K – 3139
2024
Q3 		$2.15K Hold
1,000
– – ﹤0.01% 2772
2024
Q2 		$470 Buy
+1,000
New +$32.9K ﹤0.01% 2603

Other funds holding RBRK

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 179 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.
  • 179 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.