RMR Wealth Builders’s RPM International RPM Stock Holding History

RMR Wealth Builders’s Portfolio RPM Stock Details RPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$298K	Hold	2,999	–	–	0.02%	231
2025 Q4	$312K	Hold	2,999	–	–	0.03%	227
2025 Q3	$354K	Hold	2,999	–	–	0.03%	215
2025 Q2	$329K	Hold	2,999	–	–	0.03%	214
2025 Q1	$347K	Hold	2,999	–	–	0.04%	184
2024 Q4	$369K	Hold	2,999	–	–	0.04%	186
2024 Q3	$363K	Hold	2,999	–	–	0.04%	191
2024 Q2	$323K	Hold	2,999	–	–	0.04%	189
2024 Q1	$357K	Hold	2,999	–	–	0.04%	189
2023 Q4	$335K	Hold	2,999	–	–	0.05%	182
2023 Q3	$284K	Hold	2,999	–	–	0.05%	190
2023 Q2	$269K	Hold	2,999	–	–	0.05%	174
2023 Q1	$262K	Hold	2,999	–	–	0.05%	173
2022 Q4	$292K	Hold	2,999	–	–	0.07%	140
2022 Q3	$250K	Buy	+2,999	New	+$266K	0.06%	160
2021 Q2	–	Sell	-2,111	Closed	-$194K	–	591
2021 Q1	$194K	Hold	2,111	–	–	0.05%	194
2020 Q4	$192K	Buy	+2,111	New	+$186K	0.09%	154
2020 Q3	–	Sell	-2,111	Closed	-$158K	–	422
2020 Q2	$158K	Buy	+2,111	New	+$147K	0.14%	129
2019 Q4	$162K	Buy	+2,111	New	+$153K	0.16%	130

Other funds holding RPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return