Sterling Capital Management’s Custom Truck One Source CTOS Stock Holding History

Sterling Capital 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 Q1	$13.1K	Sell	1,997 -1,477	-43%	-$9.7K	﹤0.01%	2232
2025 Q4	$20K	Sell	3,474 -685	-16%	-$4.18K	﹤0.01%	2227
2025 Q3	$26.7K	Buy	4,159 +2,532	+156%	+$14.7K	﹤0.01%	2004
2025 Q2	$8.04K	Buy	1,627 +1,291	+384%	+$5.56K	﹤0.01%	2262
2025 Q1	$1.42K	Sell	336 -278	-45%	-$1.34K	﹤0.01%	2699
2024 Q4	$2.95K	Buy	614 +524	+582%	+$2.37K	﹤0.01%	2654
2024 Q3	$311	Buy	+90	New	+$378	﹤0.01%	3022

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Capital Management's CTOS Position: Q1 2026 in Review

Sterling Capital Management reduced its Custom Truck One Source (CTOS) stake by 43% in Q1 2026, selling an estimated $9.7K and leaving 1,997 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Sterling Capital Management first reported a position in CTOS in Q3 2024 and has held it in 7 quarters since. The position peaked at $26.7K in Q3 2025. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Sterling Capital Management held 1,997 shares of Custom Truck One Source worth $13.1K as of Q1 2026.
Sterling Capital Management sold 1,477 Custom Truck One Source shares in Q1 2026, an estimated $9.7K.
Custom Truck One Source made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2232 holding.
Sterling Capital Management first reported a position in Custom Truck One Source in Q3 2024 and has held it in 7 quarters since.
Sterling Capital Management's Custom Truck One Source position peaked at $26.7K in Q3 2025.
173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.