MWM
RUM icon

Momentous Wealth Management’s RUM Group Inc RUM Stock Holding History

Momentous 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
2026
Q1 		$71.4K Hold
14,006
– – 0.04% 40
2025
Q4 		$88.5K Buy
14,006
+139
+1% +$953 0.05% 45
2025
Q3 		$100K Sell
13,867
-139
-1% -$1.14K 0.06% 38
2025
Q2 		$126K Hold
14,006
– – 0.08% 43
2025
Q1 		$99K Buy
14,006
+139
+1% +$1.45K 0.07% 45
2024
Q4 		$180K Buy
+13,867
New +$98.6K 0.15% 37

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

Momentous Wealth Management's RUM Position: Q1 2026 in Review

Momentous Wealth Management held its RUM Group Inc (RUM) position steady in Q1 2026 at 14,006 shares worth $71.4K. The position accounts for 0.04% of the portfolio, ranked #40.

Momentous Wealth Management first reported a position in RUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $180K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Momentous Wealth Management held 14,006 shares of RUM Group Inc worth $71.4K as of Q1 2026.
  • Momentous Wealth Management left its RUM Group Inc share count unchanged in Q1 2026.
  • RUM Group Inc made up 0.04% of Momentous Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Momentous Wealth Management first reported a position in RUM Group Inc in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's RUM Group Inc position peaked at $180K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.