Montag & Associates’s Rush Enterprises Class A RUSHA Stock Holding History

Montag & Associates’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 Q2	$1.04K	Sell	21 -9	-30%	-$423	﹤0.01%	922
2026 Q1	$1.32K	Hold	30	–	–	﹤0.01%	879
2025 Q4	$1.08K	Sell	30 -21	-41%	-$727	﹤0.01%	916
2025 Q3	$1.83K	Sell	51 -2	-4%	-$74	﹤0.01%	933
2025 Q2	$1.78K	Hold	53	–	–	﹤0.01%	858
2025 Q1	$1.84K	Buy	53 +8	+18%	+$306	﹤0.01%	899
2024 Q4	$1.65K	Buy	45 +10	+29%	+$381	﹤0.01%	907
2024 Q3	$1.21K	Hold	35	–	–	﹤0.01%	958
2024 Q2	$957	Buy	+35	New	+$1.07K	﹤0.01%	940

Other funds holding RUSHA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Montag & Associates's RUSHA Position: Q2 2026 in Review

Montag & Associates reduced its Rush Enterprises Class A (RUSHA) stake by 30% in Q2 2026, selling an estimated $423 and leaving 21 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Montag & Associates first reported a position in RUSHA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84K in Q1 2025. 364 funds tracked by Wall St. Rank hold RUSHA as of Q2 2026.

Montag & Associates held 21 shares of Rush Enterprises Class A worth $1.04K as of Q2 2026.
Montag & Associates sold 9 Rush Enterprises Class A shares in Q2 2026, an estimated $423.
Rush Enterprises Class A made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #922 holding.
Montag & Associates first reported a position in Rush Enterprises Class A in Q2 2024 and has held it in 9 quarters since.
Montag & Associates's Rush Enterprises Class A position peaked at $1.84K in Q1 2025.
364 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.