Lazard Asset Management’s Custom Truck One Source CTOS Stock Holding History

Lazard 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
2026 Q2	$827K	Buy	70,060 +51,009	+268%	+$480K	﹤0.01%	1273
2026 Q1	$125K	Buy	+19,051	New	+$125K	﹤0.01%	1698
2024 Q2	–	Sell	-4,959	Closed	-$28K	–	2265
2024 Q1	$28K	Hold	4,959	–	–	﹤0.01%	1813
2023 Q4	$30K	Hold	4,959	–	–	﹤0.01%	2007
2023 Q3	$30K	Buy	4,959 +2,682	+118%	+$17.7K	﹤0.01%	2022
2023 Q2	$15K	Sell	2,277 -5,005	-69%	-$33K	﹤0.01%	2145
2023 Q1	$49K	Buy	+7,282	New	+$50.6K	﹤0.01%	1804

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

Lazard Asset Management's CTOS Position: Q2 2026 in Review

Lazard Asset Management increased its Custom Truck One Source (CTOS) stake by 268% in Q2 2026, buying an estimated $480K and bringing the position to 70,060 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Lazard Asset Management first reported a position in CTOS in Q1 2023 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Lazard Asset Management held 70,060 shares of Custom Truck One Source worth $827K as of Q2 2026.
Lazard Asset Management bought 51,009 Custom Truck One Source shares in Q2 2026, an estimated $480K.
Custom Truck One Source made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1273 holding.
Lazard Asset Management first reported a position in Custom Truck One Source in Q1 2023 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.