Steve Schonfeld’s Custom Truck One Source CTOS Stock Holding History

Steve Schonfeld’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	$536K	Buy	+45,360	New	+$427K	﹤0.01%	1784
2023 Q2	–	Sell	-12,900	Closed	-$87.6K	–	2202
2023 Q1	$87.6K	Sell	12,900 -2,300	-15%	-$16K	﹤0.01%	1716
2022 Q4	$96.1K	Buy	+15,200	New	+$98.6K	﹤0.01%	2194
2022 Q3	–	Sell	-18,000	Closed	-$101K	–	2991
2022 Q2	$101K	Sell	18,000 -4,500	-20%	-$28.7K	﹤0.01%	2131
2022 Q1	$188K	Buy	+22,500	New	+$182K	﹤0.01%	2002
2019 Q1	–	Sell	-600,000	Closed	-$6M	–	1079
2018 Q4	$6M	Hold	600,000	–	–	0.23%	112
2018 Q3	$5.95M	Buy	+600,000	New	+$5.92M	0.26%	106

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 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

Steve Schonfeld's CTOS Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 45,360 shares worth $536K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in CTOS as recently as Q1 2023.

Steve Schonfeld first reported a position in CTOS in Q3 2018 and has held it in 7 quarters since. The position peaked at $6M in Q4 2018. 184 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Steve Schonfeld held 45,360 shares of Custom Truck One Source worth $536K as of Q2 2026.
Custom Truck One Source was a new Steve Schonfeld position in Q2 2026.
Custom Truck One Source made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1784 holding.
Steve Schonfeld first reported a position in Custom Truck One Source in Q3 2018 and has held it in 7 quarters since.
Steve Schonfeld's Custom Truck One Source position peaked at $6M in Q4 2018.
184 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.