Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rush Enterprises Class B RUSHB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RUSHB Stock Details RUSHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51K Buy
792
+58
+8% +$3.57K ﹤0.01% 3808
2025
Q4 		$41K Buy
734
+48
+7% +$2.62K ﹤0.01% 3749
2025
Q3 		$39K Buy
686
+197
+40% +$11.1K ﹤0.01% 3724
2025
Q2 		$26K Sell
489
-66
-12% -$3.59K ﹤0.01% 3752
2025
Q1 		$31K Buy
555
+186
+50% +$10.4K ﹤0.01% 3370
2024
Q4 		$20K Buy
369
+37
+11% +$1.92K ﹤0.01% 3443
2024
Q3 		$16K Buy
332
+135
+69% +$6.09K ﹤0.01% 3519
2024
Q2 		$8K Buy
197
+90
+84% +$3.89K ﹤0.01% 3682
2024
Q1 		$6K Buy
107
+6
+6% +$296 ﹤0.01% 3603
2023
Q4 		$5K Hold
101
– – ﹤0.01% 3538
2023
Q3 		$5K Sell
101
-1
-1% -$45 ﹤0.01% 3485
2023
Q2 		$5K Hold
102
– – ﹤0.01% 3463
2023
Q1 		$4K Hold
102
– – ﹤0.01% 3420
2022
Q4 		$4K Hold
102
– – ﹤0.01% 3325
2022
Q3 		$3K Hold
102
– – ﹤0.01% 3359
2022
Q2 		$3K Buy
102
+97
+1,940% +$3.15K ﹤0.01% 3233
2022
Q1 		$0 Sell
5
-1
-17% -$33 ﹤0.01% 3823
2021
Q4 		$0 Buy
+6
New +$207 ﹤0.01% 3625

Other funds holding RUSHB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rush Enterprises Class B (RUSHB) stake by 7.9% in Q1 2026, buying an estimated $3.57K and bringing the position to 792 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3808.

Carson Wealth (CWM LLC) first reported a position in RUSHB in Q4 2021 and has held it in 18 quarters since. 145 funds tracked by Wall St. Rank hold RUSHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 792 shares of Rush Enterprises Class B worth $51K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Rush Enterprises Class B shares in Q1 2026, an estimated $3.57K.
  • Rush Enterprises Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3808 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rush Enterprises Class B in Q4 2021 and has held it in 18 quarters since.
  • 145 funds tracked by Wall St. Rank held Rush Enterprises Class B as of Q1 2026.

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