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RUM icon

NewEdge Advisors’s RUM Group Inc RUM Stock Holding History

NewEdge 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 		$56.5K Buy
11,081
+831
+8% +$4.77K ﹤0.01% 2905
2025
Q4 		$64.8K Buy
10,250
+9,909
+2,906% +$67.9K ﹤0.01% 2887
2025
Q3 		$2.47K Hold
341
– – ﹤0.01% 3736
2025
Q2 		$3.06K Hold
341
– – ﹤0.01% 3525
2025
Q1 		$2.41K Buy
341
+304
+822% +$3.17K ﹤0.01% 3472
2024
Q4 		$481 Hold
37
– – ﹤0.01% 3664
2024
Q3 		$198 Hold
37
– – ﹤0.01% 3683
2024
Q2 		$205 Hold
37
– – ﹤0.01% 3645
2024
Q1 		$299 Buy
+37
New +$239 ﹤0.01% 3645
2023
Q1 		– Sell
-57
Closed -$339 – 4013
2022
Q4 		$339 Buy
+57
New +$547 ﹤0.01% 3238

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