CMF
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Counterpoint Mutual Funds’s Custom Truck One Source CTOS Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-51,305
Closed -$296K – 340
2025
Q4 		$296K Buy
+51,305
New +$313K 0.02% 262

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Counterpoint Mutual Funds's CTOS Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 51,305 shares — an estimated $296K sold.

Counterpoint Mutual Funds first reported a position in CTOS in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 175 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 51,305 Custom Truck One Source shares in Q1 2026, an estimated $296K.
  • Counterpoint Mutual Funds first reported a position in Custom Truck One Source in Q4 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Custom Truck One Source position peaked at $296K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.