Root Financial Partners
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Root Financial Partners’s Rush Enterprises Class A RUSHA Stock Holding History

Root Financial Partners’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
Q3 		$31.2K Buy
+681
New +$34.6K ﹤0.01% 1323
2026
Q2 		– Sell
-611
Closed -$26.9K – 2609
2026
Q1 		$26.9K Buy
611
+263
+76% +$11.5K ﹤0.01% 1164
2025
Q4 		$12.5K Buy
348
+1
+0.3% +$35 ﹤0.01% 1403
2025
Q3 		$12.4K Buy
+347
New +$12.9K ﹤0.01% 1366

Other funds holding RUSHA

EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Root Financial Partners's RUSHA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rush Enterprises Class A (RUSHA) in Q3 2026: 681 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RUSHA as recently as Q1 2026.

Root Financial Partners first reported a position in RUSHA in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold RUSHA as of Q3 2026.

  • Root Financial Partners held 681 shares of Rush Enterprises Class A worth $31.2K as of Q3 2026.
  • Rush Enterprises Class A was a new Root Financial Partners position in Q3 2026.
  • Rush Enterprises Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1323 holding.
  • Root Financial Partners first reported a position in Rush Enterprises Class A in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.