Citadel Advisors
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Citadel Advisors’s Custom Truck One Source CTOS Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-900
Closed -$3.8K – 12902
2025
Q1 		$3.8K Sell
900
-6,800
-88% -$32.8K ﹤0.01% 13937
2024
Q4 		$37K Sell
7,700
-6,700
-47% -$30.3K ﹤0.01% 12677
2024
Q3 		$49.7K Buy
+14,400
New +$60.5K ﹤0.01% 11926
2024
Q2 		– Sell
-3,800
Closed -$22.1K – 14402
2024
Q1 		$22.1K Sell
3,800
-1,900
-33% -$11.8K ﹤0.01% 12942
2023
Q4 		$35.2K Sell
5,700
-10,400
-65% -$61.3K ﹤0.01% 12124
2023
Q3 		$99.8K Buy
16,100
+100
+0.6% +$661 ﹤0.01% 10899
2023
Q2 		$108K Buy
16,000
+800
+5% +$5.27K ﹤0.01% 10820
2023
Q1 		$103K Buy
15,200
+1,500
+11% +$10.4K ﹤0.01% 11220
2022
Q4 		$86.6K Buy
+13,700
New +$88.9K ﹤0.01% 11418
2022
Q2 		– Sell
-13,500
Closed -$113K – 13021
2022
Q1 		$113K Sell
13,500
-1,300
-9% -$10.5K ﹤0.01% 12153
2021
Q4 		$118K Sell
14,800
-27,100
-65% -$233K ﹤0.01% 12543
2021
Q3 		$391K Buy
41,900
+17,100
+69% +$144K ﹤0.01% 10459
2021
Q2 		$236K Buy
24,800
+14,800
+148% +$145K ﹤0.01% 11810
2021
Q1 		$94K Sell
10,000
-600
-6% -$4.89K ﹤0.01% 12518
2020
Q4 		$78K Buy
+10,600
New +$53.7K ﹤0.01% 10356

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

Citadel Advisors's CTOS Position: Q2 2026 in Review

Citadel Advisors reduced its Custom Truck One Source (CTOS) stake by 92% in Q2 2026, selling an estimated $2.42M and leaving 23,304 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #11321.

Citadel Advisors first reported a position in CTOS in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.41M in Q1 2021. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Citadel Advisors held 23,304 shares of Custom Truck One Source worth $275K as of Q2 2026.
  • Citadel Advisors sold 257,057 Custom Truck One Source shares in Q2 2026, an estimated $2.42M.
  • Custom Truck One Source made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11321 holding.
  • Citadel Advisors first reported a position in Custom Truck One Source in Q4 2020 and has held it in 21 quarters since.
  • Citadel Advisors's Custom Truck One Source position peaked at $9.41M in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.