Stoneridge Investment Partners’s Custom Truck One Source CTOS Stock Holding History

Stoneridge Investment Partners’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	–	Sell	-27,359	Closed	-$180K	–	157
2026 Q1	$180K	Hold	27,359	–	–	0.13%	102
2025 Q4	$158K	Sell	27,359 -5,454	-17%	-$33.3K	0.11%	107
2025 Q3	$211K	Buy	32,813 +2,478	+8%	+$14.4K	0.14%	96
2025 Q2	$150K	Hold	30,335	–	–	0.11%	96
2025 Q1	$128K	Hold	30,335	–	–	0.11%	88
2024 Q4	$146K	Buy	30,335 +5,478	+22%	+$24.8K	0.05%	110
2024 Q3	$86K	Buy	24,857 +135	+0.5%	+$567	0.03%	106
2024 Q2	$108K	Hold	24,722	–	–	0.04%	110
2024 Q1	$144K	Buy	+24,722	New	+$154K	0.05%	104

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 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

Stoneridge Investment Partners's CTOS Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 27,359 shares — an estimated $180K sold.

Stoneridge Investment Partners first reported a position in CTOS in Q1 2024 and held it in 9 quarters. The position peaked at $211K in Q3 2025. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Stoneridge Investment Partners reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
Stoneridge Investment Partners sold 27,359 Custom Truck One Source shares in Q2 2026, an estimated $180K.
Stoneridge Investment Partners first reported a position in Custom Truck One Source in Q1 2024 and held it in 9 quarters.
Stoneridge Investment Partners's Custom Truck One Source position peaked at $211K in Q3 2025.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.