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Stephens Consulting’s Custom Truck One Source CTOS Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-75
Closed -$317 – 1387
2025
Q1 		$317 Buy
+75
New +$362 ﹤0.01% 1455

Other funds holding CTOS

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CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Stephens Consulting's CTOS Position: Q2 2025 in Review

Stephens Consulting sold out of Custom Truck One Source (CTOS) in Q2 2025, closing a stake of 75 shares — an estimated $317 sold.

Stephens Consulting first reported a position in CTOS in Q1 2025 and held it in 1 quarter. The position peaked at $317 in Q1 2025. 129 funds tracked by Wall St. Rank hold CTOS as of Q2 2025.

  • Stephens Consulting reported no remaining Custom Truck One Source position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 75 Custom Truck One Source shares in Q2 2025, an estimated $317.
  • Stephens Consulting first reported a position in Custom Truck One Source in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Custom Truck One Source position peaked at $317 in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.