ClearBridge Investments
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ClearBridge Investments’s Custom Truck One Source CTOS Stock Holding History

ClearBridge Investments’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 		$11.9M Sell
1,006,418
-397,547
-28% -$3.74M 0.01% 472
2026
Q1 		$9.22M Sell
1,403,965
-41,173
-3% -$270K 0.01% 480
2025
Q4 		$8.32M Sell
1,445,138
-118,611
-8% -$724K 0.01% 518
2025
Q3 		$10M Buy
1,563,749
+35,312
+2% +$205K 0.01% 506
2025
Q2 		$7.55M Sell
1,528,437
-310,178
-17% -$1.34M 0.01% 520
2025
Q1 		$7.76M Sell
1,838,615
-33,921
-2% -$164K 0.01% 530
2024
Q4 		$9.01M Buy
1,872,536
+11,938
+0.6% +$54K 0.01% 544
2024
Q3 		$6.42M Sell
1,860,598
-13,592
-0.7% -$57.1K 0.01% 562
2024
Q2 		$8.15M Sell
1,874,190
-43,278
-2% -$211K 0.01% 557
2024
Q1 		$11.2M Buy
1,917,468
+38,575
+2% +$240K 0.01% 535
2023
Q4 		$11.6M Buy
1,878,893
+70,005
+4% +$413K 0.01% 529
2023
Q3 		$11.2M Sell
1,808,888
-54,674
-3% -$362K 0.01% 499
2023
Q2 		$12.6M Buy
1,863,562
+19,147
+1% +$126K 0.01% 492
2023
Q1 		$12.5M Sell
1,844,415
-523,631
-22% -$3.63M 0.01% 492
2022
Q4 		$15M Buy
2,368,046
+6,320
+0.3% +$41K 0.01% 467
2022
Q3 		$13.8M Buy
2,361,726
+30,215
+1% +$188K 0.01% 474
2022
Q2 		$13.1M Buy
2,331,511
+267,673
+13% +$1.71M 0.01% 503
2022
Q1 		$17.3M Sell
2,063,838
-27,060
-1% -$219K 0.01% 490
2021
Q4 		$16.7M Sell
2,090,898
-33,769
-2% -$291K 0.01% 509
2021
Q3 		$19.8M Buy
2,124,667
+2,001,348
+1,623% +$16.8M 0.01% 491
2021
Q2 		$1.17M Buy
123,319
+81,353
+194% +$799K ﹤0.01% 700
2021
Q1 		$392K Buy
41,966
+4,779
+13% +$39K ﹤0.01% 768
2020
Q4 		$274K Buy
+37,187
New +$188K ﹤0.01% 774

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

ClearBridge Investments's CTOS Position: Q2 2026 in Review

ClearBridge Investments reduced its Custom Truck One Source (CTOS) stake by 28% in Q2 2026, selling an estimated $3.74M and leaving 1,006,418 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #472.

ClearBridge Investments first reported a position in CTOS in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.8M in Q3 2021. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • ClearBridge Investments held 1,006,418 shares of Custom Truck One Source worth $11.9M as of Q2 2026.
  • ClearBridge Investments sold 397,547 Custom Truck One Source shares in Q2 2026, an estimated $3.74M.
  • Custom Truck One Source made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #472 holding.
  • ClearBridge Investments first reported a position in Custom Truck One Source in Q4 2020 and has held it in 23 quarters since.
  • ClearBridge Investments's Custom Truck One Source position peaked at $19.8M in Q3 2021.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.