Envestnet Asset Management
CTOS icon

Envestnet Asset Management’s Custom Truck One Source CTOS Stock Holding History

Envestnet Asset 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
2026
Q2 		$251K Sell
21,264
-7,887
-27% -$74.3K ﹤0.01% 4530
2026
Q1 		$192K Buy
+29,151
New +$191K ﹤0.01% 4520
2025
Q4 		– Sell
-33,028
Closed -$212K – 4504
2025
Q3 		$212K Buy
33,028
+1,173
+4% +$6.8K ﹤0.01% 4294
2025
Q2 		$157K Buy
31,855
+2,773
+10% +$12K ﹤0.01% 4284
2025
Q1 		$123K Sell
29,082
-857
-3% -$4.13K ﹤0.01% 4214
2024
Q4 		$144K Sell
29,939
-1,191
-4% -$5.39K ﹤0.01% 4159
2024
Q3 		$107K Buy
31,130
+1,013
+3% +$4.26K ﹤0.01% 4130
2024
Q2 		$131K Sell
30,117
-2,821
-9% -$13.7K ﹤0.01% 4021
2024
Q1 		$192K Buy
+32,938
New +$205K ﹤0.01% 3951
2021
Q3 		– Sell
-27,361
Closed -$260K – 3683
2021
Q2 		$260K Buy
+27,361
New +$269K ﹤0.01% 3373
2021
Q1 		– Sell
-32,911
Closed -$243K – 3518
2020
Q4 		$243K Sell
32,911
-1,822
-5% -$9.23K ﹤0.01% 3032
2020
Q3 		$144K Buy
34,733
+687
+2% +$2.66K ﹤0.01% 2977
2020
Q2 		$137K Sell
34,046
-10,115
-23% -$29.4K ﹤0.01% 2952
2020
Q1 		$145K Buy
44,161
+22,213
+101% +$84.2K ﹤0.01% 2787
2019
Q4 		$90K Sell
21,948
-26,078
-54% -$114K ﹤0.01% 3010
2019
Q3 		$287K Buy
48,026
+4,493
+10% +$35.1K ﹤0.01% 2687
2019
Q2 		$445K Buy
+43,533
New +$447K ﹤0.01% 2458

Other funds holding CTOS

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management's CTOS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Custom Truck One Source (CTOS) stake by 27% in Q2 2026, selling an estimated $74.3K and leaving 21,264 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

Envestnet Asset Management first reported a position in CTOS in Q2 2019 and has held it in 17 quarters since. The position peaked at $445K in Q2 2019. 48 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Envestnet Asset Management held 21,264 shares of Custom Truck One Source worth $251K as of Q2 2026.
  • Envestnet Asset Management sold 7,887 Custom Truck One Source shares in Q2 2026, an estimated $74.3K.
  • Custom Truck One Source made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4530 holding.
  • Envestnet Asset Management first reported a position in Custom Truck One Source in Q2 2019 and has held it in 17 quarters since.
  • Envestnet Asset Management's Custom Truck One Source position peaked at $445K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.