Fidelity Investments
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Fidelity Investments’s Custom Truck One Source CTOS Stock Holding History

Fidelity Investments’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 		$698K Buy
106,262
+88,638
+503% +$582K ﹤0.01% 2992
2025
Q4 		$102K Buy
17,624
+12,301
+231% +$75.1K ﹤0.01% 3747
2025
Q3 		$34.2K Sell
5,323
-313,864
-98% -$1.82M ﹤0.01% 4144
2025
Q2 		$1.58M Buy
319,187
+306,094
+2,338% +$1.32M ﹤0.01% 2571
2025
Q1 		$55.3K Buy
13,093
+1,901
+17% +$9.17K ﹤0.01% 3823
2024
Q4 		$53.8K Sell
11,192
-17,654
-61% -$79.9K ﹤0.01% 3817
2024
Q3 		$99.5K Buy
28,846
+26,685
+1,235% +$112K ﹤0.01% 3477
2024
Q2 		$9.4K Sell
2,161
-13,815
-86% -$67.3K ﹤0.01% 4351
2024
Q1 		$93K Buy
15,976
+14,804
+1,263% +$91.9K ﹤0.01% 3314
2023
Q4 		$7.24K Sell
1,172
-2,657,601
-100% -$15.7M ﹤0.01% 4340
2023
Q3 		$16.5M Sell
2,658,773
-5,482,752
-67% -$36.3M ﹤0.01% 1656
2023
Q2 		$54.9M Sell
8,141,525
-814,213
-9% -$5.36M ﹤0.01% 1246
2023
Q1 		$60.8M Sell
8,955,738
-21,751
-0.2% -$151K 0.01% 1179
2022
Q4 		$56.7M Sell
8,977,489
-100,643
-1% -$653K 0.01% 1210
2022
Q3 		$52.9M Buy
9,078,132
+265,692
+3% +$1.66M 0.01% 1226
2022
Q2 		$49.3M Buy
8,812,440
+266,911
+3% +$1.7M ﹤0.01% 1266
2022
Q1 		$71.7M Buy
8,545,529
+2,752,116
+48% +$22.2M 0.01% 1237
2021
Q4 		$46.3M Buy
5,793,413
+1,307,397
+29% +$11.3M ﹤0.01% 1451
2021
Q3 		$41.9M Buy
4,486,016
+3,045,846
+211% +$25.6M ﹤0.01% 1492
2021
Q2 		$13.7M Sell
1,440,170
-495
-0% -$4.86K ﹤0.01% 1989
2021
Q1 		$13.5M Buy
+1,440,665
New +$11.7M ﹤0.01% 1940

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 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 $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments's CTOS Position: Q1 2026 in Review

Fidelity Investments increased its Custom Truck One Source (CTOS) stake by 503% in Q1 2026, buying an estimated $582K and bringing the position to 106,262 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Fidelity Investments first reported a position in CTOS in Q1 2021 and has held it in 21 quarters since. The position peaked at $71.7M in Q1 2022. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Fidelity Investments held 106,262 shares of Custom Truck One Source worth $698K as of Q1 2026.
  • Fidelity Investments bought 88,638 Custom Truck One Source shares in Q1 2026, an estimated $582K.
  • Custom Truck One Source made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2992 holding.
  • Fidelity Investments first reported a position in Custom Truck One Source in Q1 2021 and has held it in 21 quarters since.
  • Fidelity Investments's Custom Truck One Source position peaked at $71.7M in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.