Osaic Holdings
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Osaic Holdings’s Custom Truck One Source CTOS Stock Holding History

Osaic Holdings’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 		$2.46K Buy
208
+88
+73% +$829 ﹤0.01% 7214
2026
Q1 		$788 Sell
120
-1,419
-92% -$9.32K ﹤0.01% 7327
2025
Q4 		$8.86K Sell
1,539
-1,006
-40% -$6.14K ﹤0.01% 6417
2025
Q3 		$15.7K Sell
2,545
-1,588
-38% -$9.2K ﹤0.01% 6091
2025
Q2 		$20.3K Buy
4,133
+3,308
+401% +$14.3K ﹤0.01% 5701
2025
Q1 		$3.48K Sell
825
-1,334
-62% -$6.44K ﹤0.01% 6367
2024
Q4 		$10.4K Hold
2,159
– – ﹤0.01% 5789
2024
Q3 		$7.45K Buy
2,159
+890
+70% +$3.74K ﹤0.01% 5996
2024
Q2 		$5.52K Buy
1,269
+194
+18% +$945 ﹤0.01% 6116
2024
Q1 		$6.26K Sell
1,075
-2,250
-68% -$14K ﹤0.01% 5982
2023
Q4 		$20.5K Buy
3,325
+49
+1% +$289 ﹤0.01% 5484
2023
Q3 		$20.3K Buy
3,276
+688
+27% +$4.55K ﹤0.01% 5547
2023
Q2 		$17.4K Sell
2,588
-11,695
-82% -$77K ﹤0.01% 5663
2023
Q1 		$97K Buy
14,283
+9,780
+217% +$67.9K ﹤0.01% 4476
2022
Q4 		$28K Sell
4,503
-32
-0.7% -$208 ﹤0.01% 5330
2022
Q3 		$26K Sell
4,535
-762
-14% -$4.75K ﹤0.01% 5384
2022
Q2 		$30K Buy
5,297
+1,631
+44% +$10.4K ﹤0.01% 5334
2022
Q1 		$31K Buy
3,666
+2,499
+214% +$20.2K ﹤0.01% 5416
2021
Q4 		$9K Buy
1,167
+1,113
+2,061% +$9.59K ﹤0.01% 6325
2021
Q3 		$1K Sell
54
-1,621
-97% -$13.6K ﹤0.01% 6993
2021
Q2 		$16K Sell
1,675
-102
-6% -$1K ﹤0.01% 5787
2021
Q1 		$16K Buy
1,777
+18
+1% +$147 ﹤0.01% 5611
2020
Q4 		$12K Sell
1,759
-15
-0.8% -$76 ﹤0.01% 5427
2020
Q3 		$8K Sell
1,774
-96
-5% -$371 ﹤0.01% 5371
2020
Q2 		$8K Sell
1,870
-178
-9% -$518 ﹤0.01% 5270
2020
Q1 		$7K Buy
+2,048
New +$7.76K ﹤0.01% 5180

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

Osaic Holdings's CTOS Position: Q2 2026 in Review

Osaic Holdings increased its Custom Truck One Source (CTOS) stake by 73% in Q2 2026, buying an estimated $829 and bringing the position to 208 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #7214.

Osaic Holdings first reported a position in CTOS in Q1 2020 and has held it in 26 quarters since. The position peaked at $97K in Q1 2023. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Osaic Holdings held 208 shares of Custom Truck One Source worth $2.46K as of Q2 2026.
  • Osaic Holdings bought 88 Custom Truck One Source shares in Q2 2026, an estimated $829.
  • Custom Truck One Source made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7214 holding.
  • Osaic Holdings first reported a position in Custom Truck One Source in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Custom Truck One Source position peaked at $97K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.