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Silvercrest Asset Management’s Custom Truck One Source CTOS Stock Holding History

Silvercrest Asset 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 		$6.02M Buy
509,469
+115,053
+29% +$1.08M 0.04% 427
2026
Q1 		$2.59M Buy
+394,416
New +$2.59M 0.02% 496

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

Silvercrest Asset Management's CTOS Position: Q2 2026 in Review

Silvercrest Asset Management increased its Custom Truck One Source (CTOS) stake by 29% in Q2 2026, buying an estimated $1.08M and bringing the position to 509,469 shares worth $6.02M. The position accounts for 0.04% of the portfolio, ranked #427.

Silvercrest Asset Management first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Silvercrest Asset Management held 509,469 shares of Custom Truck One Source worth $6.02M as of Q2 2026.
  • Silvercrest Asset Management bought 115,053 Custom Truck One Source shares in Q2 2026, an estimated $1.08M.
  • Custom Truck One Source made up 0.04% of Silvercrest Asset Management's portfolio in Q2 2026, its #427 holding.
  • Silvercrest Asset Management first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.