LPL Financial
CTOS icon

LPL Financial’s Custom Truck One Source CTOS Stock Holding History

LPL Financial’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 		$731K Sell
61,935
-5,876
-9% -$55.3K ﹤0.01% 4692
2026
Q1 		$446K Buy
67,811
+2,265
+3% +$14.9K ﹤0.01% 4865
2025
Q4 		$378K Buy
65,546
+4,620
+8% +$28.2K ﹤0.01% 4967
2025
Q3 		$391K Buy
60,926
+3,961
+7% +$22.9K ﹤0.01% 4837
2025
Q2 		$281K Buy
56,965
+5,401
+10% +$23.3K ﹤0.01% 4818
2025
Q1 		$218K Buy
51,564
+4,662
+10% +$22.5K ﹤0.01% 4805
2024
Q4 		$226K Sell
46,902
-1,149
-2% -$5.2K ﹤0.01% 4742
2024
Q3 		$166K Buy
48,051
+569
+1% +$2.39K ﹤0.01% 4778
2024
Q2 		$207K Buy
47,482
+1,001
+2% +$4.87K ﹤0.01% 4546
2024
Q1 		$271K Buy
46,481
+1,127
+2% +$7K ﹤0.01% 4286
2023
Q4 		$280K Buy
45,354
+69
+0.2% +$407 ﹤0.01% 4147
2023
Q3 		$281K Sell
45,285
-2,386
-5% -$15.8K ﹤0.01% 3977
2023
Q2 		$321K Sell
47,671
-917
-2% -$6.04K ﹤0.01% 3792
2023
Q1 		$330K Sell
48,588
-973
-2% -$6.75K ﹤0.01% 3666
2022
Q4 		$313K Sell
49,561
-4,098
-8% -$26.6K ﹤0.01% 3618
2022
Q3 		$313K Buy
53,659
+4,670
+10% +$29.1K ﹤0.01% 3543
2022
Q2 		$274K Buy
+48,989
New +$312K ﹤0.01% 3699
2022
Q1 		– Sell
-44,868
Closed -$359K – 4223
2021
Q4 		$359K Sell
44,868
-882
-2% -$7.6K ﹤0.01% 3559
2021
Q3 		$427K Buy
45,750
+2,304
+5% +$19.4K ﹤0.01% 3364
2021
Q2 		$414K Buy
43,446
+2,983
+7% +$29.3K ﹤0.01% 3314
2021
Q1 		$378K Buy
40,463
+908
+2% +$7.4K ﹤0.01% 3276
2020
Q4 		$292K Buy
+39,555
New +$200K ﹤0.01% 3216

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

LPL Financial's CTOS Position: Q2 2026 in Review

LPL Financial reduced its Custom Truck One Source (CTOS) stake by 8.7% in Q2 2026, selling an estimated $55.3K and leaving 61,935 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #4692.

LPL Financial first reported a position in CTOS in Q4 2020 and has held it in 22 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • LPL Financial held 61,935 shares of Custom Truck One Source worth $731K as of Q2 2026.
  • LPL Financial sold 5,876 Custom Truck One Source shares in Q2 2026, an estimated $55.3K.
  • Custom Truck One Source made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4692 holding.
  • LPL Financial first reported a position in Custom Truck One Source in Q4 2020 and has held it in 22 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.