Platinum Equity Advisors’s Custom Truck One Source CTOS Stock Holding History

Platinum Equity 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	$1.85B	Hold	156,743,635	–	–	20.66%	2
2026 Q1	$1.03B	Hold	156,743,635	–	–	11.6%	3
2025 Q4	$903M	Hold	156,743,635	–	–	10.97%	3
2025 Q3	$1.01B	Hold	156,743,635	–	–	13.06%	3
2025 Q2	$774M	Hold	156,743,635	–	–	14.73%	2
2025 Q1	$661M	Buy	156,743,635 +8,143,635	+5%	+$39.3M	14.72%	2
2024 Q4	$715M	Hold	148,600,000	–	–	14.65%	2
2024 Q3	$513M	Hold	148,600,000	–	–	86.69%	1
2024 Q2	$646M	Hold	148,600,000	–	–	89.33%	1
2024 Q1	$865M	Hold	148,600,000	–	–	86.74%	1
2023 Q4	$918M	Hold	148,600,000	–	–	63.9%	1
2023 Q3	$921M	Hold	148,600,000	–	–	69.17%	1
2023 Q2	$1B	Hold	148,600,000	–	–	42.88%	1
2023 Q1	$1.01B	Hold	148,600,000	–	–	50.79%	1
2022 Q4	$939M	Hold	148,600,000	–	–	48.4%	1
2022 Q3	$866M	Hold	148,600,000	–	–	52.62%	1
2022 Q2	$832M	Hold	148,600,000	–	–	56.08%	1
2022 Q1	$1.25B	Hold	148,600,000	–	–	49.56%	1
2021 Q4	$1.19B	Hold	148,600,000	–	–	41.1%	1
2021 Q3	$1.39B	Hold	148,600,000	–	–	39.09%	2
2021 Q2	$1.41B	Buy	+148,600,000	New	+$1.46B	36.13%	2

Other funds holding CTOS

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Platinum Equity Advisors's CTOS Position: Q2 2026 in Review

Platinum Equity Advisors held its Custom Truck One Source (CTOS) position steady in Q2 2026 at 156,743,635 shares worth $1.85B. The position accounts for 20.66% of the portfolio, ranked #2.

Platinum Equity Advisors first reported a position in CTOS in Q2 2021 and has held it in 21 quarters since. 185 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Platinum Equity Advisors held 156,743,635 shares of Custom Truck One Source worth $1.85B as of Q2 2026.
Platinum Equity Advisors left its Custom Truck One Source share count unchanged in Q2 2026.
Custom Truck One Source made up 20.66% of Platinum Equity Advisors's portfolio in Q2 2026, its #2 holding.
Platinum Equity Advisors first reported a position in Custom Truck One Source in Q2 2021 and has held it in 21 quarters since.
185 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Platinum Equity Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.