Morgan Stanley
RUM icon

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
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 Sell
220,530
-96,208
-30% -$621K ﹤0.01% 4657
2023
Q4 		$1.42M Buy
316,738
+95,069
+43% +$464K ﹤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 $2.76B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return