Sapient Capital
CTOS icon

Sapient Capital’s Custom Truck One Source CTOS Stock Holding History

Sapient Capital’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
Q3 		$291K Hold
31,940
– – ﹤0.01% 330
2026
Q2 		$377K Sell
31,940
-95,820
-75% -$902K ﹤0.01% 300
2026
Q1 		$839K Hold
127,760
– – 0.01% 218
2025
Q4 		$740K Hold
127,760
– – 0.01% 226
2025
Q3 		$810K Buy
+127,760
New +$740K 0.01% 217

Other funds holding CTOS

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sapient Capital's CTOS Position: Q3 2026 in Review

Sapient Capital held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 31,940 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Sapient Capital first reported a position in CTOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $839K in Q1 2026. 8 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Sapient Capital held 31,940 shares of Custom Truck One Source worth $291K as of Q3 2026.
  • Sapient Capital left its Custom Truck One Source share count unchanged in Q3 2026.
  • Custom Truck One Source made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #330 holding.
  • Sapient Capital first reported a position in Custom Truck One Source in Q3 2025 and has held it in 5 quarters since.
  • Sapient Capital's Custom Truck One Source position peaked at $839K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.