Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rush Enterprises Class A RUSHA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.42M Sell
21,422
-5,066
-19% -$334K ﹤0.01% 1360
2025
Q4 		$1.43M Sell
26,488
-7,136
-21% -$371K ﹤0.01% 1309
2025
Q3 		$1.8M Buy
33,624
+9,134
+37% +$508K 0.01% 1129
2025
Q2 		$1.26M Buy
24,490
+6,519
+36% +$331K ﹤0.01% 1147
2025
Q1 		$960K Sell
17,971
-2,721
-13% -$156K ﹤0.01% 1149
2024
Q4 		$1.13M Sell
20,692
-1,760
-8% -$100K ﹤0.01% 1015
2024
Q3 		$1.19M Sell
22,452
-1,321
-6% -$65.5K 0.01% 928
2024
Q2 		$995K Sell
23,773
-3,012
-11% -$138K ﹤0.01% 888
2024
Q1 		$1.43M Sell
26,785
-3,284
-11% -$155K 0.01% 719
2023
Q4 		$1.51M Sell
30,069
-3,029
-9% -$122K 0.01% 647
2023
Q3 		$1.35M Sell
33,098
-4,969
-13% -$205K 0.01% 634
2023
Q2 		$1.54M Sell
38,067
-3,044
-7% -$112K 0.01% 582
2023
Q1 		$1.5M Sell
41,111
-1,152
-3% -$41.7K 0.01% 540
2022
Q4 		$1.47M Buy
42,263
+891
+2% +$29.5K 0.01% 503
2022
Q3 		$1.21M Sell
41,372
-1,735
-4% -$55.8K 0.01% 509
2022
Q2 		$1.39M Sell
43,107
-3,080
-7% -$103K 0.01% 477
2022
Q1 		$1.57M Sell
46,187
-8,689
-16% -$305K 0.01% 452
2021
Q4 		$2.04M Buy
+54,876
New +$1.92M 0.01% 427
2021
Q2 		$1.77M Hold
61,316
– – 0.01% 468
2021
Q1 		$1.77M Hold
61,316
– – 0.01% 468
2020
Q4 		$1.77M Sell
61,316
-30,657
-33% -$786K 0.01% 468
2020
Q3 		$1.77M Hold
91,973
– – 0.01% 468
2020
Q2 		$1.77M Hold
91,973
– – 0.01% 468
2020
Q1 		$1.77M Hold
91,973
– – 0.01% 468
2019
Q4 		$1.77M Hold
91,973
– – 0.01% 468
2019
Q3 		$1.77M Hold
91,973
– – 0.01% 468
2019
Q2 		$1.77M Hold
91,973
– – 0.01% 468
2019
Q1 		$1.77M Buy
+91,973
New +$1.63M 0.01% 468
2017
Q1 		– Sell
-77
Closed -$1K – 1299
2016
Q4 		$1K Buy
+77
New +$953 ﹤0.01% 1073

Other funds holding RUSHA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RUSHA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Rush Enterprises Class A (RUSHA) stake by 19% in Q1 2026, selling an estimated $334K and leaving 21,422 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Carson Wealth (CWM LLC) first reported a position in RUSHA in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.04M in Q4 2021. 347 funds tracked by Wall St. Rank hold RUSHA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,422 shares of Rush Enterprises Class A worth $1.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,066 Rush Enterprises Class A shares in Q1 2026, an estimated $334K.
  • Rush Enterprises Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1360 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rush Enterprises Class A in Q4 2016 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Rush Enterprises Class A position peaked at $2.04M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.