Rockefeller Capital Management
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Rockefeller Capital Management’s Custom Truck One Source CTOS Stock Holding History

Rockefeller Capital Management’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
-608
Closed -$3.5K – 4729
2025
Q4 		$3.5K Buy
+608
New +$3.71K ﹤0.01% 4173
2023
Q1 		– Sell
-2,498
Closed -$15K – 2382
2022
Q4 		$15K Sell
2,498
-236
-9% -$1.53K ﹤0.01% 2897
2022
Q3 		$15K Sell
2,734
-17,993
-87% -$112K ﹤0.01% 2894
2022
Q2 		$116K Buy
+20,727
New +$132K ﹤0.01% 1862

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BlackRock
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Allspring Global Investments
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Alyeska Investment Group
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Vanguard Capital Management
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Boston Partners
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State Street
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Rockefeller Capital Management's CTOS Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 608 shares — an estimated $3.5K sold.

Rockefeller Capital Management first reported a position in CTOS in Q2 2022 and held it in 4 quarters. The position peaked at $116K in Q2 2022. 175 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 608 Custom Truck One Source shares in Q1 2026, an estimated $3.5K.
  • Rockefeller Capital Management first reported a position in Custom Truck One Source in Q2 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's Custom Truck One Source position peaked at $116K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.