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Medallion Wealth Advisors’s RUM Group Inc RUM Stock Holding History

Medallion Wealth 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 		$5.1K Hold
1,000
– – ﹤0.01% 866
2025
Q4 		$6.32K Hold
1,000
– – ﹤0.01% 823
2025
Q3 		$7.24K Hold
1,000
– – ﹤0.01% 808
2025
Q2 		$9.16K Hold
1,000
– – ﹤0.01% 746
2025
Q1 		$7.7K Hold
1,000
– – ﹤0.01% 729
2024
Q4 		$13K Buy
+1,000
New +$7.11K 0.01% 626

Other funds holding RUM

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

Medallion Wealth Advisors's RUM Position: Q1 2026 in Review

Medallion Wealth Advisors held its RUM Group Inc (RUM) position steady in Q1 2026 at 1,000 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Medallion Wealth Advisors first reported a position in RUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $13K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Medallion Wealth Advisors held 1,000 shares of RUM Group Inc worth $5.1K as of Q1 2026.
  • Medallion Wealth Advisors left its RUM Group Inc share count unchanged in Q1 2026.
  • RUM Group Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #866 holding.
  • Medallion Wealth Advisors first reported a position in RUM Group Inc in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's RUM Group Inc position peaked at $13K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.