True Wealth Design’s RUM Group Inc RUM Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-8	Closed	-$58	–	2778
2025 Q3	$58	Sell	8 -3	-27%	-$25	﹤0.01%	2553
2025 Q2	$99	Buy	11 +8	+267%	+$68	﹤0.01%	2240
2025 Q1	$22	Buy	+3	New	+$31	﹤0.01%	2574

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

True Wealth Design's RUM Position: Q4 2025 in Review

True Wealth Design sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 8 shares — an estimated $58 sold.

True Wealth Design first reported a position in RUM in Q1 2025 and held it in 3 quarters. The position peaked at $99 in Q2 2025. 214 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

True Wealth Design reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 8 RUM Group Inc shares in Q4 2025, an estimated $58.
True Wealth Design first reported a position in RUM Group Inc in Q1 2025 and held it in 3 quarters.
True Wealth Design's RUM Group Inc position peaked at $99 in Q2 2025.
214 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.