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Essential Partners’s Custom Truck One Source CTOS Stock Holding History

Essential Partners’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
Q3 		$3.13K Sell
343
-1
-0.3% -$10 ﹤0.01% 1742
2026
Q2 		$4.06K Sell
344
-341
-50% -$3.21K ﹤0.01% 1634
2026
Q1 		$4.5K Buy
685
+611
+826% +$4.01K ﹤0.01% 1621
2025
Q4 		$426 Buy
74
+16
+28% +$98 ﹤0.01% 2261
2025
Q3 		$372 Buy
+58
New +$336 ﹤0.01% 2274

Other funds holding CTOS

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CTOS Position: Q3 2026 in Review

Essential Partners reduced its Custom Truck One Source (CTOS) stake by 0.29% in Q3 2026, selling an estimated $10 and leaving 343 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Essential Partners first reported a position in CTOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.5K in Q1 2026. 8 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Essential Partners held 343 shares of Custom Truck One Source worth $3.13K as of Q3 2026.
  • Essential Partners sold 1 Custom Truck One Source share in Q3 2026, an estimated $10.
  • Custom Truck One Source made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1742 holding.
  • Essential Partners first reported a position in Custom Truck One Source in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Custom Truck One Source position peaked at $4.5K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.