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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
Q2 		$87.9K Sell
13,867
-139
-1% -$988 0.05% 47
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 $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Momentous Wealth Management's RUM Position: Q2 2026 in Review

Momentous Wealth Management reduced its RUM Group Inc (RUM) stake by 0.99% in Q2 2026, selling an estimated $988 and leaving 13,867 shares worth $87.9K. The position accounts for 0.05% of the portfolio, ranked #47.

Momentous Wealth Management first reported a position in RUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q4 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Momentous Wealth Management held 13,867 shares of RUM Group Inc worth $87.9K as of Q2 2026.
  • Momentous Wealth Management sold 139 RUM Group Inc shares in Q2 2026, an estimated $988.
  • RUM Group Inc made up 0.05% of Momentous Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Momentous Wealth Management first reported a position in RUM Group Inc in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's RUM Group Inc position peaked at $180K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.