Morgan Stanley
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Morgan Stanley’s RUM Group Inc RUM Stock Holding History

Morgan Stanley’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 		$2.57M Sell
405,318
-608,251
-60% -$4.32M ﹤0.01% 4697
2026
Q1 		$5.17M Sell
1,013,569
-1,450,056
-59% -$8.33M ﹤0.01% 4110
2025
Q4 		$15.6M Buy
2,463,625
+1,661,816
+207% +$11.4M ﹤0.01% 3165
2025
Q3 		$5.81M Buy
801,809
+442,368
+123% +$3.62M ﹤0.01% 4025
2025
Q2 		$3.23M Buy
359,441
+125,294
+54% +$1.07M ﹤0.01% 4396
2025
Q1 		$1.66M Sell
234,147
-177,001
-43% -$1.85M ﹤0.01% 4722
2024
Q4 		$5.35M Sell
411,148
-211,244
-34% -$1.5M ﹤0.01% 3932
2024
Q3 		$3.34M Buy
622,392
+494,600
+387% +$2.91M ﹤0.01% 4276
2024
Q2 		$709K Sell
127,792
-92,738
-42% -$597K ﹤0.01% 5140
2024
Q1 		$1.78M Buy
220,530
+62,161
+39% +$401K ﹤0.01% 4657
2023
Q4 		$711K Sell
158,369
-63,300
-29% -$309K ﹤0.01% 5126
2023
Q3 		$1.13M Sell
221,669
-522,140
-70% -$3.9M ﹤0.01% 4724
2023
Q2 		$6.63M Buy
743,809
+663,267
+824% +$6.25M ﹤0.01% 3542
2023
Q1 		$805K Buy
80,542
+34,722
+76% +$313K ﹤0.01% 4980
2022
Q4 		$273K Buy
45,820
+19,949
+77% +$191K ﹤0.01% 5545
2022
Q3 		$317K Sell
25,871
-8,848
-25% -$97K ﹤0.01% 5504
2022
Q2 		$346K Buy
34,719
+16,239
+88% +$177K ﹤0.01% 5608
2022
Q1 		$219K Sell
18,480
-35,618
-66% -$442K ﹤0.01% 5868
2021
Q4 		$586K Buy
+54,098
New +$572K ﹤0.01% 5450

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

Morgan Stanley's RUM Position: Q2 2026 in Review

Morgan Stanley reduced its RUM Group Inc (RUM) stake by 60% in Q2 2026, selling an estimated $4.32M and leaving 405,318 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4697.

Morgan Stanley first reported a position in RUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.6M in Q4 2025. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Morgan Stanley held 405,318 shares of RUM Group Inc worth $2.57M as of Q2 2026.
  • Morgan Stanley sold 608,251 RUM Group Inc shares in Q2 2026, an estimated $4.32M.
  • RUM Group Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4697 holding.
  • Morgan Stanley first reported a position in RUM Group Inc in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's RUM Group Inc position peaked at $15.6M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.