WAP
RBRK icon

Wealthcare Advisory Partners’s Rubrik RBRK Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-11,173
Closed -$919K – 1116
2025
Q3 		$919K Sell
11,173
-273
-2% -$23.5K 0.02% 523
2025
Q2 		$1.03M Buy
11,446
+896
+8% +$70.8K 0.02% 475
2025
Q1 		$643K Buy
10,550
+100
+1% +$6.83K 0.02% 539
2024
Q4 		$683K Buy
10,450
+300
+3% +$14.8K 0.02% 504
2024
Q3 		$326K Buy
10,150
+150
+2% +$4.97K 0.01% 689
2024
Q2 		$307K Buy
+10,000
New +$329K 0.01% 672

Other funds holding RBRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Wealthcare Advisory Partners's RBRK Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Rubrik (RBRK) in Q4 2025, closing a stake of 11,173 shares — an estimated $919K sold.

Wealthcare Advisory Partners first reported a position in RBRK in Q2 2024 and held it in 6 quarters. The position peaked at $1.03M in Q2 2025. 473 funds tracked by Wall St. Rank hold RBRK as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining Rubrik position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,173 Rubrik shares in Q4 2025, an estimated $919K.
  • Wealthcare Advisory Partners first reported a position in Rubrik in Q2 2024 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Rubrik position peaked at $1.03M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Rubrik as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.