TD Asset Management’s Custom Truck One Source CTOS Stock Holding History

TD Asset 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
2025 Q3	–	Sell	-148,438	Closed	-$733K	–	1247
2025 Q2	$733K	Buy	148,438 +2,590	+2%	+$11.2K	﹤0.01%	1097
2025 Q1	$615K	Hold	145,848	–	–	﹤0.01%	1123
2024 Q4	$702K	Buy	145,848 +35,800	+33%	+$162K	﹤0.01%	1147
2024 Q3	$396K	Buy	+110,048	New	+$463K	﹤0.01%	1325
2021 Q1	–	Sell	-460,257	Closed	-$3.39M	–	1508
2020 Q4	$3.39M	Hold	460,257	–	–	﹤0.01%	888
2020 Q3	$1.91M	Hold	460,257	–	–	﹤0.01%	922
2020 Q2	$1.85M	Sell	460,257 -52,043	-10%	-$151K	﹤0.01%	896
2020 Q1	$1.68M	Hold	512,300	–	–	﹤0.01%	866
2019 Q4	$2.11M	Hold	512,300	–	–	﹤0.01%	915
2019 Q3	$3.06M	Buy	+512,300	New	+$4M	﹤0.01%	809

Other funds holding CTOS

PEA

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

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

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

CWA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

TD Asset Management's CTOS Position: Q3 2025 in Review

TD Asset Management sold out of Custom Truck One Source (CTOS) in Q3 2025, closing a stake of 148,438 shares — an estimated $733K sold.

TD Asset Management first reported a position in CTOS in Q3 2019 and held it in 10 quarters. The position peaked at $3.39M in Q4 2020. 146 funds tracked by Wall St. Rank hold CTOS as of Q3 2025.

TD Asset Management reported no remaining Custom Truck One Source position as of Q3 2025 after selling out during the quarter.
TD Asset Management sold 148,438 Custom Truck One Source shares in Q3 2025, an estimated $733K.
TD Asset Management first reported a position in Custom Truck One Source in Q3 2019 and held it in 10 quarters.
TD Asset Management's Custom Truck One Source position peaked at $3.39M in Q4 2020.
146 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2025.

Based on TD Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.