WIA
RMCF icon

Wealthedge Investment Advisors’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Wealthedge Investment Advisors’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,135
Closed -$19.3K – 160
2025
Q4 		$19.3K Sell
10,135
-92,005
-90% -$153K 0.01% 132
2025
Q3 		$162K Sell
102,140
-18,302
-15% -$29.9K 0.06% 125
2025
Q2 		$172K Sell
120,442
-1,140
-0.9% -$1.43K 0.07% 136
2025
Q1 		$148K Buy
121,582
+82,173
+209% +$148K 0.07% 166
2024
Q4 		$95K Buy
+39,409
New +$100K 0.04% 161

Other funds holding RMCF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Wealthedge Investment Advisors's RMCF Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of Rocky Mountain Chocolate Factory (RMCF) in Q1 2026, closing a stake of 10,135 shares — an estimated $19.3K sold.

Wealthedge Investment Advisors first reported a position in RMCF in Q4 2024 and held it in 5 quarters. The position peaked at $172K in Q2 2025. 24 funds tracked by Wall St. Rank hold RMCF as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining Rocky Mountain Chocolate Factory position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 10,135 Rocky Mountain Chocolate Factory shares in Q1 2026, an estimated $19.3K.
  • Wealthedge Investment Advisors first reported a position in Rocky Mountain Chocolate Factory in Q4 2024 and held it in 5 quarters.
  • Wealthedge Investment Advisors's Rocky Mountain Chocolate Factory position peaked at $172K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.