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 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

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sendero Wealth Management's CTOS Position: Q2 2026 in Review

Sendero Wealth Management increased its Custom Truck One Source (CTOS) stake by 17% in Q2 2026, buying an estimated $631K and bringing the position to 457,766 shares worth $5.41M. The position accounts for 0.54% of the portfolio, ranked #35.

Sendero Wealth Management first reported a position in CTOS in Q2 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Sendero Wealth Management held 457,766 shares of Custom Truck One Source worth $5.41M as of Q2 2026.
Sendero Wealth Management bought 66,969 Custom Truck One Source shares in Q2 2026, an estimated $631K.
Custom Truck One Source made up 0.54% of Sendero Wealth Management's portfolio in Q2 2026, its #35 holding.
Sendero Wealth Management first reported a position in Custom Truck One Source in Q2 2023 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.