Occudo Quantitative Strategies’s Custom Truck One Source CTOS Stock Holding History

Occudo Quantitative Strategies’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	$2.37M	Buy	+200,573	New	+$1.89M	0.13%	235
2023 Q2	–	Sell	-26,364	Closed	-$179K	–	1060
2023 Q1	$179K	Sell	26,364 -3,199	-11%	-$22.2K	0.02%	768
2022 Q4	$187K	Buy	+29,563	New	+$192K	0.02%	790
2022 Q3	–	Sell	-24,021	Closed	-$135K	–	1221
2022 Q2	$135K	Sell	24,021 -6,160	-20%	-$39.3K	0.01%	974
2022 Q1	$253K	Sell	30,181 -1,968	-6%	-$15.9K	0.02%	873
2021 Q4	$257K	Sell	32,149 -8,351	-21%	-$71.9K	0.02%	817
2021 Q3	$378K	Sell	40,500 -1,559	-4%	-$13.1K	0.05%	645
2021 Q2	$400K	Buy	+42,059	New	+$413K	0.06%	493

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

Occudo Quantitative Strategies's CTOS Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 200,573 shares worth $2.37M. The stake represents 0.13% of the portfolio and ranks #235 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in CTOS as recently as Q1 2023.

Occudo Quantitative Strategies first reported a position in CTOS in Q2 2021 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Occudo Quantitative Strategies held 200,573 shares of Custom Truck One Source worth $2.37M as of Q2 2026.
Custom Truck One Source was a new Occudo Quantitative Strategies position in Q2 2026.
Custom Truck One Source made up 0.13% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #235 holding.
Occudo Quantitative Strategies first reported a position in Custom Truck One Source in Q2 2021 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.