AG
CTOS icon

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
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 – 1265
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% 860
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 $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return