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Coldstream Capital Management’s Custom Truck One Source CTOS Stock Holding History

Coldstream Capital Management’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
-1,126
Closed -$4.75K – 1637
2025
Q1 		$4.75K Buy
+1,126
New +$5.43K ﹤0.01% 2722

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Coldstream Capital Management's CTOS Position: Q2 2025 in Review

Coldstream Capital Management sold out of Custom Truck One Source (CTOS) in Q2 2025, closing a stake of 1,126 shares — an estimated $4.75K sold.

Coldstream Capital Management first reported a position in CTOS in Q1 2025 and held it in 1 quarter. The position peaked at $4.75K in Q1 2025. 130 funds tracked by Wall St. Rank hold CTOS as of Q2 2025.

  • Coldstream Capital Management reported no remaining Custom Truck One Source position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,126 Custom Truck One Source shares in Q2 2025, an estimated $4.75K.
  • Coldstream Capital Management first reported a position in Custom Truck One Source in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Custom Truck One Source position peaked at $4.75K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.