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Simplicity Wealth’s Rush Enterprises Class A RUSHA Stock Holding History

Simplicity Wealth’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 		$246K Buy
+3,720
New +$245K 0.01% 658
2025
Q4 		– Sell
-3,865
Closed -$207K – 766
2025
Q3 		$207K Sell
3,865
-86
-2% -$4.79K 0.01% 675
2025
Q2 		$204K Sell
3,951
-3,833
-49% -$195K 0.01% 569
2025
Q1 		$416K Sell
7,784
-4,024
-34% -$231K 0.03% 369
2024
Q4 		$647K Buy
11,808
+1,655
+16% +$94.5K 0.13% 135
2024
Q3 		$536K Sell
10,153
-2,408
-19% -$119K 0.05% 280
2024
Q2 		$526K Sell
12,561
-22
-0.2% -$1.01K 0.01% 739
2024
Q1 		$673K Buy
+12,583
New +$595K 0.02% 635

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