Heartland Advisors’s Custom Truck One Source CTOS Stock Holding History

Heartland Advisors’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	$8.27M	Sell	700,000 -300,000	-30%	-$2.83M	0.37%	112
2026 Q1	$6.57M	Buy	1,000,000 +300,000	+43%	+$1.97M	0.34%	121
2025 Q4	$4.03M	Hold	700,000	–	–	0.22%	165
2025 Q3	$4.49M	Sell	700,000 -423,391	-38%	-$2.45M	0.24%	150
2025 Q2	$5.55M	Sell	1,123,391 -76,609	-6%	-$330K	0.31%	130
2025 Q1	$5.06M	Hold	1,200,000	–	–	0.29%	136
2024 Q4	$5.77M	Buy	1,200,000 +250,000	+26%	+$1.13M	0.31%	125
2024 Q3	$3.28M	Sell	950,000 -250,000	-21%	-$1.05M	0.17%	150
2024 Q2	$5.22M	Buy	1,200,000 +777,953	+184%	+$3.79M	0.29%	123
2024 Q1	$2.46M	Buy	+422,047	New	+$2.62M	0.13%	156

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

Heartland Advisors's CTOS Position: Q2 2026 in Review

Heartland Advisors reduced its Custom Truck One Source (CTOS) stake by 30% in Q2 2026, selling an estimated $2.83M and leaving 700,000 shares worth $8.27M. The position accounts for 0.37% of the portfolio, ranked #112.

Heartland Advisors first reported a position in CTOS in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Heartland Advisors held 700,000 shares of Custom Truck One Source worth $8.27M as of Q2 2026.
Heartland Advisors sold 300,000 Custom Truck One Source shares in Q2 2026, an estimated $2.83M.
Custom Truck One Source made up 0.37% of Heartland Advisors's portfolio in Q2 2026, its #112 holding.
Heartland Advisors first reported a position in Custom Truck One Source in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.