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Hughes Financial Services’s Custom Truck One Source CTOS Stock Holding History

Hughes Financial Services’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 		– Sell
-1
Closed -$7 – 1869
2026
Q1 		$7 Sell
1
-140
-99% -$920 ﹤0.01% 1702
2025
Q4 		$812 Hold
141
– – ﹤0.01% 773
2025
Q3 		$830 Hold
141
– – ﹤0.01% 768
2025
Q2 		$823 Buy
+141
New +$608 ﹤0.01% 750

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hughes Financial Services's CTOS Position: Q2 2026 in Review

Hughes Financial Services sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 1 share — an estimated $7 sold.

Hughes Financial Services first reported a position in CTOS in Q2 2025 and held it in 4 quarters. The position peaked at $830 in Q3 2025. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Hughes Financial Services reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 1 Custom Truck One Source share in Q2 2026, an estimated $7.
  • Hughes Financial Services first reported a position in Custom Truck One Source in Q2 2025 and held it in 4 quarters.
  • Hughes Financial Services's Custom Truck One Source position peaked at $830 in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.