Avior Wealth Management’s Rush Enterprises Class A RUSHA Stock Holding History

Avior Wealth Management’s Portfolio RUSHA Stock Details RUSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-241	Closed	-$13.2K	–	2007
2024 Q4	$13.2K	Hold	241	–	–	﹤0.01%	1532
2024 Q3	$12.7K	Hold	241	–	–	﹤0.01%	1484
2024 Q2	$10.1K	Sell	241 -456	-65%	-$20.9K	﹤0.01%	1514
2024 Q1	$37.3K	Buy	697 +472	+210%	+$22.3K	﹤0.01%	1345
2023 Q4	$11.3K	Hold	225	–	–	﹤0.01%	971
2023 Q3	$9.19K	Hold	225	–	–	﹤0.01%	1055
2023 Q2	$9.11K	Hold	225	–	–	﹤0.01%	1043
2023 Q1	$8.19K	Hold	225	–	–	﹤0.01%	1088
2022 Q4	$7.84K	Hold	225	–	–	﹤0.01%	893
2022 Q3	$6K	Buy	+225	New	+$7.24K	﹤0.01%	923

Other funds holding RUSHA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Avior Wealth Management's RUSHA Position: Q1 2025 in Review

Avior Wealth Management sold out of Rush Enterprises Class A (RUSHA) in Q1 2025, closing a stake of 241 shares — an estimated $13.2K sold.

Avior Wealth Management first reported a position in RUSHA in Q3 2022 and held it in 10 quarters. The position peaked at $37.3K in Q1 2024. 308 funds tracked by Wall St. Rank hold RUSHA as of Q1 2025.

Avior Wealth Management reported no remaining Rush Enterprises Class A position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 241 Rush Enterprises Class A shares in Q1 2025, an estimated $13.2K.
Avior Wealth Management first reported a position in Rush Enterprises Class A in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's Rush Enterprises Class A position peaked at $37.3K in Q1 2024.
308 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.