Creative Planning’s RUM Group Inc RUM Stock Holding History

Creative Planning’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	$268K	Sell	52,553 -4,026	-7%	-$23.1K	﹤0.01%	3505
2025 Q4	$358K	Buy	56,579 +31,397	+125%	+$215K	﹤0.01%	3120
2025 Q3	$182K	Buy	25,182 +6,664	+36%	+$54.5K	﹤0.01%	3526
2025 Q2	$166K	Sell	18,518 -1,216	-6%	-$10.4K	﹤0.01%	3295
2025 Q1	$140K	Sell	19,734 -1,185	-6%	-$12.4K	﹤0.01%	3180
2024 Q4	$272K	Buy	20,919 +10,670	+104%	+$75.9K	﹤0.01%	2743
2024 Q3	$54.9K	Sell	10,249 -110	-1%	-$648	﹤0.01%	3088
2024 Q2	$57.5K	Buy	10,359 +347	+3%	+$2.23K	﹤0.01%	2915
2024 Q1	$80.9K	Buy	+10,012	New	+$64.6K	﹤0.01%	2732
2023 Q4	–	Sell	-188	Closed	-$959	–	3039
2023 Q3	$959	Buy	+188	New	+$1.41K	﹤0.01%	2836
2022 Q4	–	Sell	-15,630	Closed	-$191K	–	2591
2022 Q3	$191K	Buy	+15,630	New	+$171K	﹤0.01%	1923

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's RUM Position: Q1 2026 in Review

Creative Planning reduced its RUM Group Inc (RUM) stake by 7.1% in Q1 2026, selling an estimated $23.1K and leaving 52,553 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Creative Planning first reported a position in RUM in Q3 2022 and has held it in 11 quarters since. The position peaked at $358K in Q4 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

Creative Planning held 52,553 shares of RUM Group Inc worth $268K as of Q1 2026.
Creative Planning sold 4,026 RUM Group Inc shares in Q1 2026, an estimated $23.1K.
RUM Group Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3505 holding.
Creative Planning first reported a position in RUM Group Inc in Q3 2022 and has held it in 11 quarters since.
Creative Planning's RUM Group Inc position peaked at $358K in Q4 2025.
204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.