Mercer Global Advisors’s Custom Truck One Source CTOS Stock Holding History

Mercer Global 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	$303K	Buy	25,663 +5,007	+24%	+$47.2K	﹤0.01%	2796
2026 Q1	$136K	Buy	+20,656	New	+$136K	﹤0.01%	2941
2025 Q2	–	Sell	-13,085	Closed	-$55.2K	–	2282
2025 Q1	$55.2K	Sell	13,085 -1,578	-11%	-$7.62K	﹤0.01%	2098
2024 Q4	$70.5K	Buy	14,663 +1,663	+13%	+$7.52K	﹤0.01%	2065
2024 Q3	$42.8K	Hold	13,000	–	–	﹤0.01%	1923
2024 Q2	$56.5K	Sell	13,000 -1,156	-8%	-$5.63K	﹤0.01%	1904
2024 Q1	$82K	Hold	14,156	–	–	﹤0.01%	1867
2023 Q4	$87K	Hold	14,156	–	–	﹤0.01%	1920
2023 Q3	$88K	Hold	14,156	–	–	﹤0.01%	1863
2023 Q2	$95K	Hold	14,156	–	–	﹤0.01%	1835
2023 Q1	$96K	Buy	+14,156	New	+$98.3K	﹤0.01%	1834

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

Mercer Global Advisors's CTOS Position: Q2 2026 in Review

Mercer Global Advisors increased its Custom Truck One Source (CTOS) stake by 24% in Q2 2026, buying an estimated $47.2K and bringing the position to 25,663 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Mercer Global Advisors first reported a position in CTOS in Q1 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Mercer Global Advisors held 25,663 shares of Custom Truck One Source worth $303K as of Q2 2026.
Mercer Global Advisors bought 5,007 Custom Truck One Source shares in Q2 2026, an estimated $47.2K.
Custom Truck One Source made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2796 holding.
Mercer Global Advisors first reported a position in Custom Truck One Source in Q1 2023 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

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