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R Squared’s Custom Truck One Source CTOS Stock Holding History

R Squared’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
-18,894
Closed -$124K – 560
2026
Q1 		$124K Buy
18,894
+2,349
+14% +$15.4K 0.07% 345
2025
Q4 		$95.3K Sell
16,545
-841
-5% -$5.13K 0.04% 414
2025
Q3 		$112K Buy
17,386
+5,451
+46% +$31.6K 0.05% 436
2025
Q2 		$59K Buy
+11,935
New +$51.4K 0.03% 384
2025
Q1 		– Sell
-8,190
Closed -$39.4K – 584
2024
Q4 		$39.4K Buy
+8,190
New +$37.1K 0.04% 595

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

R Squared's CTOS Position: Q2 2026 in Review

R Squared sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 18,894 shares — an estimated $124K sold.

R Squared first reported a position in CTOS in Q4 2024 and held it in 5 quarters. The position peaked at $124K in Q1 2026. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • R Squared reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 18,894 Custom Truck One Source shares in Q2 2026, an estimated $124K.
  • R Squared first reported a position in Custom Truck One Source in Q4 2024 and held it in 5 quarters.
  • R Squared's Custom Truck One Source position peaked at $124K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.