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Oakwell Private Wealth Management’s Rush Enterprises Class A RUSHA Stock Holding History

Oakwell Private Wealth Management’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
2025
Q1 		– Sell
-4,492
Closed -$246K – 75
2024
Q4 		$246K Hold
4,492
– – 0.07% 57
2024
Q3 		$237K Buy
+4,492
New +$223K 0.07% 56
2024
Q2 		– Sell
-4,492
Closed -$240K – 67
2024
Q1 		$240K Hold
4,492
– – 0.07% 58
2023
Q4 		$226K Buy
+4,492
New +$181K 0.08% 56

Other funds holding RUSHA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Oakwell Private Wealth Management's RUSHA Position: Q1 2025 in Review

Oakwell Private Wealth Management sold out of Rush Enterprises Class A (RUSHA) in Q1 2025, closing a stake of 4,492 shares — an estimated $246K sold.

Oakwell Private Wealth Management first reported a position in RUSHA in Q4 2023 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 308 funds tracked by Wall St. Rank hold RUSHA as of Q1 2025.

  • Oakwell Private Wealth Management reported no remaining Rush Enterprises Class A position as of Q1 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 4,492 Rush Enterprises Class A shares in Q1 2025, an estimated $246K.
  • Oakwell Private Wealth Management first reported a position in Rush Enterprises Class A in Q4 2023 and held it in 4 quarters.
  • Oakwell Private Wealth Management's Rush Enterprises Class A position peaked at $246K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.