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Rothschild Investment LLC’s Custom Truck One Source CTOS Stock Holding History

Rothschild Investment LLC’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 		$7.92K Buy
671
+76
+13% +$716 ﹤0.01% 2021
2026
Q1 		$3.91K Buy
595
+399
+204% +$2.62K ﹤0.01% 2187
2025
Q4 		$1.13K Buy
196
+31
+19% +$189 ﹤0.01% 2629
2025
Q3 		$1.06K Sell
165
-100
-38% -$579 ﹤0.01% 2549
2025
Q2 		$1.31K Buy
265
+130
+96% +$560 ﹤0.01% 2318
2025
Q1 		$570 Buy
+135
New +$651 ﹤0.01% 2581
2024
Q4 		– Sell
-235
Closed -$811 – 2985
2024
Q3 		$811 Sell
235
-15
-6% -$63 ﹤0.01% 2302
2024
Q2 		$1.09K Buy
250
+150
+150% +$730 ﹤0.01% 1620
2024
Q1 		$582 Buy
+100
New +$621 ﹤0.01% 1325

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

Rothschild Investment LLC's CTOS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Custom Truck One Source (CTOS) stake by 13% in Q2 2026, buying an estimated $716 and bringing the position to 671 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Rothschild Investment LLC first reported a position in CTOS in Q1 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Rothschild Investment LLC held 671 shares of Custom Truck One Source worth $7.92K as of Q2 2026.
  • Rothschild Investment LLC bought 76 Custom Truck One Source shares in Q2 2026, an estimated $716.
  • Custom Truck One Source made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2021 holding.
  • Rothschild Investment LLC first reported a position in Custom Truck One Source in Q1 2024 and has held it in 9 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.