Sterling Capital Management
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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
Q3 		$17.1K Buy
1,876
+1,502
+402% +$14.9K ﹤0.01% 2277
2026
Q2 		$4.42K Sell
374
-1,623
-81% -$15.3K ﹤0.01% 2689
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

Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Sterling Capital Management's CTOS Position: Q3 2026 in Review

Sterling Capital Management increased its Custom Truck One Source (CTOS) stake by 402% in Q3 2026, buying an estimated $14.9K and bringing the position to 1,876 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Sterling Capital Management first reported a position in CTOS in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.7K in Q3 2025. 20 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Sterling Capital Management held 1,876 shares of Custom Truck One Source worth $17.1K as of Q3 2026.
  • Sterling Capital Management bought 1,502 Custom Truck One Source shares in Q3 2026, an estimated $14.9K.
  • Custom Truck One Source made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2277 holding.
  • Sterling Capital Management first reported a position in Custom Truck One Source in Q3 2024 and has held it in 9 quarters since.
  • Sterling Capital Management's Custom Truck One Source position peaked at $26.7K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.