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 Q2	$61.2K	Buy	5,182 +4,773	+1,167%	+$44.9K	﹤0.01%	1774
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 $8.96B 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

Nisa Investment Advisors's CTOS Position: Q2 2026 in Review

Nisa Investment Advisors increased its Custom Truck One Source (CTOS) stake by 1,167% in Q2 2026, buying an estimated $44.9K and bringing the position to 5,182 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Nisa Investment Advisors first reported a position in CTOS in Q4 2022 and has held it in 14 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Nisa Investment Advisors held 5,182 shares of Custom Truck One Source worth $61.2K as of Q2 2026.
Nisa Investment Advisors bought 4,773 Custom Truck One Source shares in Q2 2026, an estimated $44.9K.
Custom Truck One Source made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1774 holding.
Nisa Investment Advisors first reported a position in Custom Truck One Source in Q4 2022 and has held it in 14 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.