Federated Hermes’s Custom Truck One Source CTOS Stock Holding History

Federated Hermes’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	$3.5M	Buy	+296,020	New	+$2.79M	0.01%	915
2025 Q1	–	Sell	-1,075,000	Closed	-$5.17M	–	2088
2024 Q4	$5.17M	Sell	1,075,000 -1,305,000	-55%	-$5.9M	0.01%	704
2024 Q3	$8.21M	Sell	2,380,000 -400,000	-14%	-$1.68M	0.02%	613
2024 Q2	$12.1M	Sell	2,780,000 -4,476	-0.2%	-$21.8K	0.03%	511
2024 Q1	$16.2M	Sell	2,784,476 -1,957,036	-41%	-$12.2M	0.04%	457
2023 Q4	$29.3M	Sell	4,741,512 -150	-0%	-$885	0.07%	299
2023 Q3	$29.4M	Buy	4,741,662 +6,046	+0.1%	+$40K	0.08%	282
2023 Q2	$31.9M	Buy	4,735,616 +896	+0%	+$5.9K	0.08%	289
2023 Q1	$32.1M	Hold	4,734,720	–	–	0.08%	282
2022 Q4	$29.9M	Hold	4,734,720	–	–	0.08%	289
2022 Q3	$27.6M	Sell	4,734,720 -1,259	-0%	-$7.85K	0.08%	306
2022 Q2	$26.5M	Sell	4,735,979 -461,456	-9%	-$2.94M	0.07%	323
2022 Q1	$43.6M	Sell	5,197,435 -160,000	-3%	-$1.29M	0.1%	258
2021 Q4	$42.9M	Buy	5,357,435 +4,588,235	+596%	+$39.5M	0.08%	308
2021 Q3	$7.18M	Buy	769,200 +109,229	+17%	+$919K	0.01%	737
2021 Q2	$6.28M	Buy	+659,971	New	+$6.49M	0.01%	781

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes's CTOS Position: Q2 2026 in Review

Federated Hermes opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 296,020 shares worth $3.5M. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Federated Hermes previously reported a position in CTOS as recently as Q4 2024.

Federated Hermes first reported a position in CTOS in Q2 2021 and has held it in 16 quarters since. The position peaked at $43.6M in Q1 2022. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Federated Hermes held 296,020 shares of Custom Truck One Source worth $3.5M as of Q2 2026.
Custom Truck One Source was a new Federated Hermes position in Q2 2026.
Custom Truck One Source made up 0.01% of Federated Hermes's portfolio in Q2 2026, its #915 holding.
Federated Hermes first reported a position in Custom Truck One Source in Q2 2021 and has held it in 16 quarters since.
Federated Hermes's Custom Truck One Source position peaked at $43.6M in Q1 2022.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.