Carson Wealth (CWM LLC)’s Custom Truck One Source CTOS Stock Holding History

Carson Wealth (CWM LLC)’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	$166K	Buy	25,273 +18,889	+296%	+$124K	﹤0.01%	2884
2025 Q4	$37K	Buy	6,384 +1,196	+23%	+$7.3K	﹤0.01%	3812
2025 Q3	$33K	Buy	5,188 +1,355	+35%	+$7.85K	﹤0.01%	3813
2025 Q2	$19K	Buy	3,833 +120	+3%	+$517	﹤0.01%	3937
2025 Q1	$16K	Buy	3,713 +38	+1%	+$183	﹤0.01%	3823
2024 Q4	$18K	Buy	3,675 +1,738	+90%	+$7.86K	﹤0.01%	3504
2024 Q3	$7K	Buy	1,937 +1,540	+388%	+$6.47K	﹤0.01%	3929
2024 Q2	$2K	Buy	397 +342	+622%	+$1.67K	﹤0.01%	4183
2024 Q1	$0	Buy	+55	New	+$342	﹤0.01%	4378
2023 Q4	–	Sell	-357	Closed	-$2K	–	4194
2023 Q3	$2K	Hold	357	–	–	﹤0.01%	3778
2023 Q2	$2K	Buy	+357	New	+$2.35K	﹤0.01%	3769

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CTOS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Custom Truck One Source (CTOS) stake by 296% in Q1 2026, buying an estimated $124K and bringing the position to 25,273 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

Carson Wealth (CWM LLC) first reported a position in CTOS in Q2 2023 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Carson Wealth (CWM LLC) held 25,273 shares of Custom Truck One Source worth $166K as of Q1 2026.
Carson Wealth (CWM LLC) bought 18,889 Custom Truck One Source shares in Q1 2026, an estimated $124K.
Custom Truck One Source made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2884 holding.
Carson Wealth (CWM LLC) first reported a position in Custom Truck One Source in Q2 2023 and has held it in 11 quarters since.
174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.