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Algert Global’s Custom Truck One Source CTOS Stock Holding History

Algert Global’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Buy
1,174,190
+978,430
+500% +$9.21M 0.16% 176
2026
Q1 		$1.29M Buy
+195,760
New +$1.29M 0.02% 813
2025
Q3 		– Sell
-40,710
Closed -$201K – 1170
2025
Q2 		$201K Buy
+40,710
New +$175K ﹤0.01% 1091
2024
Q3 		– Sell
-163,463
Closed -$711K – 1264
2024
Q2 		$711K Sell
163,463
-103,240
-39% -$503K 0.02% 779
2024
Q1 		$1.55M Buy
266,703
+154,398
+137% +$959K 0.06% 495
2023
Q4 		$694K Buy
112,305
+65,980
+142% +$389K 0.03% 719
2023
Q3 		$287K Sell
46,325
-10,295
-18% -$68.1K 0.01% 903
2023
Q2 		$382K Buy
56,620
+4,290
+8% +$28.3K 0.02% 861
2023
Q1 		$355K Buy
+52,330
New +$363K 0.02% 904
2022
Q4 		– Sell
-16,850
Closed -$98K – 1159
2022
Q3 		$98K Sell
16,850
-24,050
-59% -$150K 0.01% 1108
2022
Q2 		$229K Buy
+40,900
New +$261K 0.02% 988

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's CTOS Position: Q2 2026 in Review

Algert Global increased its Custom Truck One Source (CTOS) stake by 500% in Q2 2026, buying an estimated $9.21M and bringing the position to 1,174,190 shares worth $13.9M. The position accounts for 0.16% of the portfolio, ranked #176.

Algert Global first reported a position in CTOS in Q2 2022 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Algert Global held 1,174,190 shares of Custom Truck One Source worth $13.9M as of Q2 2026.
  • Algert Global bought 978,430 Custom Truck One Source shares in Q2 2026, an estimated $9.21M.
  • Custom Truck One Source made up 0.16% of Algert Global's portfolio in Q2 2026, its #176 holding.
  • Algert Global first reported a position in Custom Truck One Source in Q2 2022 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.