EWA
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EverSource Wealth Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

EverSource Wealth Advisors’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 		$59.6K Buy
901
+130
+17% +$8.56K ﹤0.01% 1767
2025
Q4 		$41.6K Sell
771
-100
-11% -$5.2K ﹤0.01% 1878
2025
Q3 		$46.6K Buy
871
+90
+12% +$5.01K ﹤0.01% 1765
2025
Q2 		$40.2K Buy
781
+633
+428% +$32.1K ﹤0.01% 1766
2025
Q1 		$7.91K Buy
148
+28
+23% +$1.61K ﹤0.01% 2250
2024
Q4 		$6.57K Buy
120
+10
+9% +$571 ﹤0.01% 2219
2024
Q3 		$5.81K Hold
110
– – ﹤0.01% 2168
2024
Q2 		$5.61K Buy
110
+45
+69% +$2.07K ﹤0.01% 2182
2024
Q1 		$2.85K Buy
+65
New +$3.07K ﹤0.01% 2266
2023
Q4 		– Sell
-24
Closed -$980 – 2730
2023
Q3 		$980 Buy
+24
New +$992 ﹤0.01% 2226

Other funds holding RUSHA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return