Sendero Wealth Management’s Custom Truck One Source CTOS Stock Holding History

Sendero Wealth 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 Q3	$4.17M	Hold	457,766	–	–	0.42%	38
2026 Q2	$5.41M	Buy	457,766 +66,969	+17%	+$631K	0.54%	35
2026 Q1	$2.57M	Hold	390,797	–	–	0.28%	63
2025 Q4	$2.25M	Hold	390,797	–	–	0.25%	63
2025 Q3	$2.51M	Hold	390,797	–	–	0.29%	61
2025 Q2	$1.93M	Buy	390,797 +227,997	+140%	+$983K	0.24%	67
2025 Q1	$687K	Hold	162,800	–	–	0.1%	125
2024 Q4	$783K	Hold	162,800	–	–	0.12%	100
2024 Q3	$562K	Hold	162,800	–	–	0.09%	114
2024 Q2	$708K	Buy	162,800 +10,000	+7%	+$48.7K	0.12%	97
2024 Q1	$889K	Hold	152,800	–	–	0.15%	88
2023 Q4	$944K	Buy	152,800 +20,000	+15%	+$118K	0.18%	83
2023 Q3	$823K	Hold	132,800	–	–	0.18%	81
2023 Q2	$895K	Buy	+132,800	New	+$875K	0.2%	81

Other funds holding CTOS

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sendero Wealth Management's CTOS Position: Q3 2026 in Review

Sendero Wealth Management held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 457,766 shares worth $4.17M. The position accounts for 0.42% of the portfolio, ranked #38.

Sendero Wealth Management first reported a position in CTOS in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.41M in Q2 2026. 12 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

Sendero Wealth Management held 457,766 shares of Custom Truck One Source worth $4.17M as of Q3 2026.
Sendero Wealth Management left its Custom Truck One Source share count unchanged in Q3 2026.
Custom Truck One Source made up 0.42% of Sendero Wealth Management's portfolio in Q3 2026, its #38 holding.
Sendero Wealth Management first reported a position in Custom Truck One Source in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's Custom Truck One Source position peaked at $5.41M in Q2 2026.
12 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.