Position in RUSHA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,530
+$258,530 QoQ
Shares Held
3,542
+11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 86 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RUSHA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $4,567,792 across 7 Auto & Truck Dealerships names. RUSHA ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
8,207 | $1,468,642 | |
| 2 | CVNA |
Carvana Co.
|
18,926 | $1,245,709 | |
| 3 | KMX |
Carmax Inc
|
12,080 | $638,911 | |
| 4 | LAD |
Lithia Motors Inc
|
1,288 | $374,151 | |
| 5 | AN |
Autonation, Inc.
|
1,878 | $348,913 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
This page
|
3,542 | $258,530 | |
| 7 | GPI |
Group 1 Automotive Inc
|
800 | $232,936 |
All Filings in RUSHA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,530 | 3,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | — | 3,190 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||