Cerity Partners
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Cerity Partners’s Custom Truck One Source CTOS Stock Holding History

Cerity Partners’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 		$247K Buy
20,939
+4,925
+31% +$46.4K ﹤0.01% 2926
2026
Q1 		$105K Buy
+16,014
New +$105K ﹤0.01% 3022

Other funds holding CTOS

Platinum Equity Advisors
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

Cerity Partners's CTOS Position: Q2 2026 in Review

Cerity Partners increased its Custom Truck One Source (CTOS) stake by 31% in Q2 2026, buying an estimated $46.4K and bringing the position to 20,939 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Cerity Partners first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Cerity Partners held 20,939 shares of Custom Truck One Source worth $247K as of Q2 2026.
  • Cerity Partners bought 4,925 Custom Truck One Source shares in Q2 2026, an estimated $46.4K.
  • Custom Truck One Source made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2926 holding.
  • Cerity Partners first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.