MAI Capital Management
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MAI Capital Management’s Custom Truck One Source CTOS Stock Holding History

MAI Capital 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 		– Sell
-2,614
Closed -$17.2K – 2650
2026
Q1 		$17.2K Buy
2,614
+2,281
+685% +$15K ﹤0.01% 2881
2025
Q4 		$1.92K Buy
+333
New +$2.03K ﹤0.01% 3431

Other funds holding CTOS

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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

MAI Capital Management's CTOS Position: Q2 2026 in Review

MAI Capital Management sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 2,614 shares — an estimated $17.2K sold.

MAI Capital Management first reported a position in CTOS in Q4 2025 and held it in 2 quarters. The position peaked at $17.2K in Q1 2026. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • MAI Capital Management reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,614 Custom Truck One Source shares in Q2 2026, an estimated $17.2K.
  • MAI Capital Management first reported a position in Custom Truck One Source in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Custom Truck One Source position peaked at $17.2K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

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