Capstone Investment Advisors
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Capstone Investment Advisors’s RUM Group Inc RUM Stock Holding History

Capstone Investment Advisors’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,864
Closed -$107K – 1816
2025
Q4 		$107K Buy
16,864
+5,338
+46% +$36.6K ﹤0.01% 1524
2025
Q3 		$83.4K Buy
+11,526
New +$94.2K ﹤0.01% 1879
2021
Q4 		– Sell
-100,000
Closed -$971K – 2066
2021
Q3 		$971K Hold
100,000
– – ﹤0.01% 1432
2021
Q2 		$974K Buy
+100,000
New +$977K ﹤0.01% 1226

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CCPM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's RUM Position: Q1 2026 in Review

Capstone Investment Advisors sold out of RUM Group Inc (RUM) in Q1 2026, closing a stake of 16,864 shares — an estimated $107K sold.

Capstone Investment Advisors first reported a position in RUM in Q2 2021 and held it in 4 quarters. The position peaked at $974K in Q2 2021. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Capstone Investment Advisors reported no remaining RUM Group Inc position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,864 RUM Group Inc shares in Q1 2026, an estimated $107K.
  • Capstone Investment Advisors first reported a position in RUM Group Inc in Q2 2021 and held it in 4 quarters.
  • Capstone Investment Advisors's RUM Group Inc position peaked at $974K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.