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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
24,484
-1,532
-6% -$71.2K 0.08% 132
2026
Q1 		$1.12M Buy
26,016
+1,695
+7% +$69.6K 0.1% 149
2025
Q4 		$912K Sell
24,321
-2,400
-9% -$87.4K 0.08% 169
2025
Q3 		$1.02M Buy
26,721
+1,199
+5% +$45K 0.1% 137
2025
Q2 		$893K Buy
25,522
+1,090
+4% +$39.6K 0.1% 131
2025
Q1 		$921K Buy
24,432
+833
+4% +$30.9K 0.13% 119
2024
Q4 		$857K Buy
23,599
+3,216
+16% +$111K 0.18% 118
2024
Q3 		$652K Buy
20,383
+8,707
+75% +$262K 0.14% 158
2024
Q2 		$305K Sell
11,676
-348
-3% -$10K 0.08% 222
2024
Q1 		$427K Buy
12,024
+1,890
+19% +$62.2K 0.12% 170
2023
Q4 		$358K Buy
10,134
+261
+3% +$7.82K 0.13% 153
2023
Q3 		$298K Buy
9,873
+639
+7% +$19.2K 0.13% 155
2023
Q2 		$279K Buy
9,234
+922
+11% +$24.9K 0.12% 167
2023
Q1 		$221K Buy
+8,312
New +$215K 0.1% 183

Other funds holding RUSHB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 24,484 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. 152 funds tracked by Wall St. Rank hold RUSHB as of Q2 2026.

  • Everhart Financial Group held 24,484 shares of Rush Enterprises Class B worth $1.25M as of Q2 2026.
  • Everhart Financial Group sold 1,532 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.
  • 152 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.