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Everhart Financial Group’s Rush Enterprises Class B RUSHB Stock Holding History

Everhart Financial Group’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
Q2 		$1.25M Sell
16,323
-1,021
-6% -$71.2K 0.08% 132
2026
Q1 		$1.12M Buy
17,344
+1,130
+7% +$69.6K 0.1% 149
2025
Q4 		$912K Sell
16,214
-1,600
-9% -$87.4K 0.08% 169
2025
Q3 		$1.02M Buy
17,814
+799
+5% +$45K 0.1% 137
2025
Q2 		$893K Buy
17,015
+727
+4% +$39.6K 0.1% 131
2025
Q1 		$921K Buy
16,288
+555
+4% +$30.9K 0.13% 119
2024
Q4 		$857K Buy
15,733
+2,144
+16% +$111K 0.18% 118
2024
Q3 		$652K Buy
13,589
+5,805
+75% +$262K 0.14% 158
2024
Q2 		$305K Sell
7,784
-232
-3% -$10K 0.08% 222
2024
Q1 		$427K Buy
8,016
+1,260
+19% +$62.2K 0.12% 170
2023
Q4 		$358K Buy
6,756
+174
+3% +$7.82K 0.13% 153
2023
Q3 		$298K Buy
6,582
+426
+7% +$19.2K 0.13% 155
2023
Q2 		$279K Buy
6,156
+615
+11% +$24.9K 0.12% 167
2023
Q1 		$221K Buy
+5,541
New +$214K 0.1% 183

Other funds holding RUSHB

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Everhart Financial Group's RUSHB Position: Q2 2026 in Review

Everhart Financial Group reduced its Rush Enterprises Class B (RUSHB) stake by 5.9% in Q2 2026, selling an estimated $71.2K and leaving 16,323 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #132.

Everhart Financial Group first reported a position in RUSHB in Q1 2023 and has held it in 14 quarters since. 8 funds tracked by Wall St. Rank hold RUSHB as of Q2 2026.

  • Everhart Financial Group held 16,323 shares of Rush Enterprises Class B worth $1.25M as of Q2 2026.
  • Everhart Financial Group sold 1,021 Rush Enterprises Class B shares in Q2 2026, an estimated $71.2K.
  • Rush Enterprises Class B made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #132 holding.
  • Everhart Financial Group first reported a position in Rush Enterprises Class B in Q1 2023 and has held it in 14 quarters since.
  • 8 funds tracked by Wall St. Rank held Rush Enterprises Class B as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.