Costello Asset Management, INC RUSHA — RUSH ENTERPRISES INC

Ownership history in Costello Asset Management, INC  ·  6 quarters on record

AI Ownership Summary

Costello Asset Management, INC reported RUSH ENTERPRISES INC (RUSHA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.55% in 2024 Q4. The latest visible filing shows RUSHA at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RUSHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Costello Asset Management, INC's position in RUSH ENTERPRISES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RUSHA was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RUSHA stock page Costello Asset Management, INC fund profile Costello Asset Management, INC full holdings
How Costello Asset Management, INC held RUSHA — position size vs. price
% of Fund (quarterly)    RUSHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 38,528 -1,195 -3.0% 0.69% $2.1M 2026-02-14 (Est.) $71.42
2025 Q3 REDUCED 5.2% +3.9% ❌ 39,723 -2,180 -5.2% 0.71% $2.1M 2025-11-06 $46.97
2025 Q2 ADDED — — — 41,903 +745 +1.8% 0.81% $2.2M 2025-07-24 $53.72
2025 Q1 REDUCED — — — 41,158 -1,675 -3.9% 0.89% $2.2M 2025-05-09 $47.56
2024 Q4 ADDED — — — 42,833 +41,733 +3793.9% 1.55% $2.3M 2025-01-24 $60.13
2024 Q3 INITIATED — — — 1,100 — — 0.04% $58K 2024-11-01 $56.35

🏢 Other funds also holding RUSHA

As of 2026 Q1 — sorted by position size

MOTCO 3Y 7Y 1.94% Bayforest Capital Ltd 0.5% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.37% Oliver Luxxe Assets LLC 3Y 7Y 0.3% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.2% HARBOR CAPITAL ADVISORS, INC. 3Y 0.17% Baron Wealth Management LLC 0.06% Essex Bank 3Y 7Y 0.06% EVOLVE PRIVATE WEALTH, LLC 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.03%

FAQ About Costello Asset Management, INC and RUSHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Costello Asset Management, INC reported owning RUSHA?

Costello Asset Management, INC reported RUSHA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported RUSHA position in Costello Asset Management, INC's portfolio?

The largest reported portfolio weight for RUSHA was 1.55% in 2024 Q4.

What is the latest reported RUSHA position on this page?

The most recent filing on this page is 2025 Q4, when Costello Asset Management, INC reported 38,528 shares, equal to 0.69% of portfolio, with an estimated market value of $2.1M.

What does the chart on this RUSHA ownership page compare?

The chart compares Costello Asset Management, INC's quarterly RUSHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Costello Asset Management, INC time their RUSHA position?

Based on 13F filing dates vs. subsequent RUSHA price moves, Costello Asset Management, INC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RUSHA relative to SPY over the holding period was +3.5%.

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