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Covestor’s Custom Truck One Source CTOS Stock Holding History

Covestor’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 		$1K Buy
70
+49
+233% +$461 ﹤0.01% 2101
2026
Q1 		$0 Hold
21
– – ﹤0.01% 2336
2025
Q4 		$0 Hold
21
– – ﹤0.01% 2328
2025
Q3 		$0 Hold
21
– – ﹤0.01% 2350
2025
Q2 		$0 Sell
21
-1
-5% -$4 ﹤0.01% 2286
2025
Q1 		$0 Hold
22
– – ﹤0.01% 2301
2024
Q4 		$0 Buy
22
+1
+5% +$5 ﹤0.01% 2307
2024
Q3 		$0 Sell
21
-1
-5% -$4 ﹤0.01% 2293
2024
Q2 		$0 Hold
22
– – ﹤0.01% 2307
2024
Q1 		$0 Sell
22
-2
-8% -$12 ﹤0.01% 2307
2023
Q4 		$0 Sell
24
-2
-8% -$12 ﹤0.01% 2217
2023
Q3 		$0 Sell
26
-4
-13% -$26 ﹤0.01% 2194
2023
Q2 		$0 Sell
30
-1
-3% -$7 ﹤0.01% 2206
2023
Q1 		$0 Hold
31
– – ﹤0.01% 2102
2022
Q4 		$0 Sell
31
-2
-6% -$13 ﹤0.01% 2136
2022
Q3 		$0 Sell
33
-4
-11% -$25 ﹤0.01% 2077
2022
Q2 		$0 Sell
37
-11
-23% -$70 ﹤0.01% 1986
2022
Q1 		$0 Sell
48
-13
-21% -$105 ﹤0.01% 2160
2021
Q4 		$0 Buy
+61
New +$526 ﹤0.01% 2144

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

Covestor's CTOS Position: Q2 2026 in Review

Covestor increased its Custom Truck One Source (CTOS) stake by 233% in Q2 2026, buying an estimated $461 and bringing the position to 70 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Covestor first reported a position in CTOS in Q4 2021 and has held it in 19 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Covestor held 70 shares of Custom Truck One Source worth $1K as of Q2 2026.
  • Covestor bought 49 Custom Truck One Source shares in Q2 2026, an estimated $461.
  • Custom Truck One Source made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2101 holding.
  • Covestor first reported a position in Custom Truck One Source in Q4 2021 and has held it in 19 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.