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Beverly Hills Private Wealth’s Rush Enterprises Class A RUSHA Stock Holding History

Beverly Hills Private Wealth’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
Q2 		– Sell
-7,578
Closed -$270K – 349
2025
Q1 		$270K Sell
7,578
-10,266
-58% -$393K 0.05% 287
2024
Q4 		$652K Sell
17,844
-19,487
-52% -$742K 0.13% 147
2024
Q3 		$1.31M Buy
37,331
+3,531
+10% +$117K 0.27% 103
2024
Q2 		$943K Buy
33,800
+8,813
+35% +$270K 0.21% 120
2024
Q1 		$892K Buy
24,987
+13,858
+125% +$437K 0.21% 113
2023
Q4 		$373K Buy
+11,129
New +$299K 0.1% 218

Other funds holding RUSHA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Beverly Hills Private Wealth's RUSHA Position: Q2 2025 in Review

Beverly Hills Private Wealth sold out of Rush Enterprises Class A (RUSHA) in Q2 2025, closing a stake of 7,578 shares — an estimated $270K sold.

Beverly Hills Private Wealth first reported a position in RUSHA in Q4 2023 and held it in 6 quarters. The position peaked at $1.31M in Q3 2024. 310 funds tracked by Wall St. Rank hold RUSHA as of Q2 2025.

  • Beverly Hills Private Wealth reported no remaining Rush Enterprises Class A position as of Q2 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,578 Rush Enterprises Class A shares in Q2 2025, an estimated $270K.
  • Beverly Hills Private Wealth first reported a position in Rush Enterprises Class A in Q4 2023 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Rush Enterprises Class A position peaked at $1.31M in Q3 2024.
  • 310 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q2 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.