Nisa Investment Advisors’s Custom Truck One Source CTOS Stock Holding History

Nisa Investment 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 Q1	$2.69K	Hold	409	–	–	﹤0.01%	2568
2025 Q4	$2.36K	Hold	409	–	–	﹤0.01%	2583
2025 Q3	$2.63K	Hold	409	–	–	﹤0.01%	2565
2025 Q2	$2.02K	Buy	409 +152	+59%	+$655	﹤0.01%	2605
2025 Q1	$1.08K	Buy	257 +34	+15%	+$164	﹤0.01%	2619
2024 Q4	$1.07K	Buy	+223	New	+$1.01K	﹤0.01%	2665
2024 Q3	–	Sell	-84	Closed	-$365	–	2978
2024 Q2	$365	Buy	84 +29	+53%	+$141	﹤0.01%	2743
2024 Q1	$320	Sell	55 -10	-15%	-$62	﹤0.01%	2573
2023 Q4	$402	Hold	65	–	–	﹤0.01%	2453
2023 Q3	$403	Hold	65	–	–	﹤0.01%	2559
2023 Q2	$438	Hold	65	–	–	﹤0.01%	2586
2023 Q1	$0	Hold	65	–	–	﹤0.01%	2564
2022 Q4	$0	Buy	+65	New	+$422	﹤0.01%	2606

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nisa Investment Advisors's CTOS Position: Q1 2026 in Review

Nisa Investment Advisors held its Custom Truck One Source (CTOS) position steady in Q1 2026 at 409 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Nisa Investment Advisors first reported a position in CTOS in Q4 2022 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Nisa Investment Advisors held 409 shares of Custom Truck One Source worth $2.69K as of Q1 2026.
Nisa Investment Advisors left its Custom Truck One Source share count unchanged in Q1 2026.
Custom Truck One Source made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2568 holding.
Nisa Investment Advisors first reported a position in Custom Truck One Source in Q4 2022 and has held it in 13 quarters since.
173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.