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Iron Horse Wealth Management’s RUM Group Inc RUM Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$6.83K Buy
760
+90
+13% +$769 ﹤0.01% 335
2025
Q1 		$4.74K Buy
670
+185
+38% +$1.93K ﹤0.01% 367
2024
Q4 		$6.31K Buy
485
+135
+39% +$960 ﹤0.01% 285
2024
Q3 		$1.88K Buy
350
+108
+45% +$636 ﹤0.01% 388
2024
Q2 		$1.34K Hold
242
– – ﹤0.01% 391
2024
Q1 		$1.96K Hold
242
– – ﹤0.01% 347
2023
Q4 		$1.09K Hold
242
– – ﹤0.01% 416
2023
Q3 		$1.23K Buy
242
+145
+149% +$1.08K ﹤0.01% 410
2023
Q2 		$865 Hold
97
– – ﹤0.01% 272
2023
Q1 		$970 Buy
+97
New +$874 ﹤0.01% 299

Other funds holding RUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Iron Horse Wealth Management's RUM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its RUM Group Inc (RUM) stake by 13% in Q2 2025, buying an estimated $769 and bringing the position to 760 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Iron Horse Wealth Management first reported a position in RUM in Q1 2023 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold RUM as of Q2 2025.

  • Iron Horse Wealth Management held 760 shares of RUM Group Inc worth $6.83K as of Q2 2025.
  • Iron Horse Wealth Management bought 90 RUM Group Inc shares in Q2 2025, an estimated $769.
  • RUM Group Inc made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #335 holding.
  • Iron Horse Wealth Management first reported a position in RUM Group Inc in Q1 2023 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.