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Heritage Wealth Advisors’s Rush Enterprises Class B RUSHB Stock Holding History

Heritage Wealth Advisors’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 		$72.4K Hold
1,125
– – ﹤0.01% 281
2025
Q4 		$63.3K Hold
1,125
– – ﹤0.01% 295
2025
Q3 		$64.6K Hold
1,125
– – ﹤0.01% 280
2025
Q2 		$59K Hold
1,125
– – ﹤0.01% 287
2025
Q1 		$63.6K Hold
1,125
– – ﹤0.01% 281
2024
Q4 		$61.2K Hold
1,125
– – ﹤0.01% 294
2024
Q3 		$53.9K Hold
1,125
– – ﹤0.01% 322
2024
Q2 		$44.1K Hold
1,125
– – ﹤0.01% 318
2024
Q1 		$60K Hold
1,125
– – ﹤0.01% 310
2023
Q4 		$59.6K Hold
1,125
– – ﹤0.01% 321
2023
Q3 		$51K Hold
1,125
– – ﹤0.01% 301
2023
Q2 		$51K Hold
1,125
– – ﹤0.01% 325
2023
Q1 		$44.9K Hold
1,125
– – ﹤0.01% 334
2022
Q4 		$42.2K Hold
1,125
– – ﹤0.01% 344
2022
Q3 		$35.9K Hold
1,125
– – ﹤0.01% 327
2022
Q2 		$37K Hold
1,125
– – ﹤0.01% 354
2022
Q1 		$36K Hold
1,125
– – ﹤0.01% 345
2021
Q4 		$40K Hold
1,125
– – ﹤0.01% 346
2021
Q3 		$34.3K Hold
1,125
– – ﹤0.01% 353
2021
Q2 		$28.6K Sell
1,125
-8
-0.7% -$230 ﹤0.01% 381
2021
Q1 		$34K Buy
1,133
+8
+0.7% +$220 ﹤0.01% 369
2020
Q4 		$28K Hold
1,125
– – ﹤0.01% 378
2020
Q3 		$22.1K Hold
1,125
– – ﹤0.01% 342
2020
Q2 		$17.8K Buy
+1,125
New +$16.6K ﹤0.01% 344

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

Heritage Wealth Advisors's RUSHB Position: Q1 2026 in Review

Heritage Wealth Advisors held its Rush Enterprises Class B (RUSHB) position steady in Q1 2026 at 1,125 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Heritage Wealth Advisors first reported a position in RUSHB in Q2 2020 and has held it in 24 quarters since. 145 funds tracked by Wall St. Rank hold RUSHB as of Q1 2026.

  • Heritage Wealth Advisors held 1,125 shares of Rush Enterprises Class B worth $72.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Rush Enterprises Class B share count unchanged in Q1 2026.
  • Rush Enterprises Class B made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #281 holding.
  • Heritage Wealth Advisors first reported a position in Rush Enterprises Class B in Q2 2020 and has held it in 24 quarters since.
  • 145 funds tracked by Wall St. Rank held Rush Enterprises Class B as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.