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Root Financial Partners’s Custom Truck One Source CTOS Stock Holding History

Root Financial Partners’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
-214
Closed -$1.41K – 1041
2026
Q1 		$1.41K Buy
+214
New +$1.41K ﹤0.01% 2460

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BlackRock
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Vanguard Capital Management
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Allspring Global Investments
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CTOS Position: Q2 2026 in Review

Root Financial Partners sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 214 shares — an estimated $1.41K sold.

Root Financial Partners first reported a position in CTOS in Q1 2026 and held it in 1 quarter. The position peaked at $1.41K in Q1 2026. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Root Financial Partners reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 214 Custom Truck One Source shares in Q2 2026, an estimated $1.41K.
  • Root Financial Partners first reported a position in Custom Truck One Source in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Custom Truck One Source position peaked at $1.41K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.