Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Custom Truck One Source CTOS Stock Holding History

Fuller & Thaler 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
2025
Q2 		– Sell
-110,500
Closed -$466K – 617
2025
Q1 		$466K Buy
110,500
+3,800
+4% +$18.3K ﹤0.01% 447
2024
Q4 		$513K Sell
106,700
-2,100
-2% -$9.5K ﹤0.01% 462
2024
Q3 		$375K Sell
108,800
-374,900
-78% -$1.58M ﹤0.01% 476
2024
Q2 		$2.1M Buy
+483,700
New +$2.36M 0.01% 381

Other funds holding CTOS

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CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fuller & Thaler Asset Management's CTOS Position: Q2 2025 in Review

Fuller & Thaler Asset Management sold out of Custom Truck One Source (CTOS) in Q2 2025, closing a stake of 110,500 shares — an estimated $466K sold.

Fuller & Thaler Asset Management first reported a position in CTOS in Q2 2024 and held it in 4 quarters. The position peaked at $2.1M in Q2 2024. 129 funds tracked by Wall St. Rank hold CTOS as of Q2 2025.

  • Fuller & Thaler Asset Management reported no remaining Custom Truck One Source position as of Q2 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 110,500 Custom Truck One Source shares in Q2 2025, an estimated $466K.
  • Fuller & Thaler Asset Management first reported a position in Custom Truck One Source in Q2 2024 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's Custom Truck One Source position peaked at $2.1M in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.