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PharVision Advisers’s Custom Truck One Source CTOS Stock Holding History

PharVision Advisers’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 		– Sell
-46,029
Closed -$265K – 235
2025
Q4 		$265K Buy
+46,029
New +$281K 0.13% 354

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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PharVision Advisers's CTOS Position: Q1 2026 in Review

PharVision Advisers sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 46,029 shares — an estimated $265K sold.

PharVision Advisers first reported a position in CTOS in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • PharVision Advisers reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 46,029 Custom Truck One Source shares in Q1 2026, an estimated $265K.
  • PharVision Advisers first reported a position in Custom Truck One Source in Q4 2025 and held it in 1 quarter.
  • PharVision Advisers's Custom Truck One Source position peaked at $265K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.