Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Custom Truck One Source CTOS Stock Holding History

Northwestern Mutual Wealth 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
-20,000
Closed -$131K – 4157
2026
Q1 		$131K Buy
+20,000
New +$131K ﹤0.01% 2068
2025
Q2 		– Sell
-447
Closed -$1.89K – 3722
2025
Q1 		$1.89K Buy
+447
New +$2.16K ﹤0.01% 3167

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

Northwestern Mutual Wealth Management's CTOS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 20,000 shares — an estimated $131K sold.

Northwestern Mutual Wealth Management first reported a position in CTOS in Q1 2025 and held it in 2 quarters. The position peaked at $131K in Q1 2026. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 20,000 Custom Truck One Source shares in Q2 2026, an estimated $131K.
  • Northwestern Mutual Wealth Management first reported a position in Custom Truck One Source in Q1 2025 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Custom Truck One Source position peaked at $131K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.