UBS AM
CTOS icon

UBS AM’s Custom Truck One Source CTOS Stock Holding History

UBS AM’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 		$1.23M Sell
104,449
-28,771
-22% -$271K ﹤0.01% 2275
2026
Q1 		$875K Sell
133,220
-44,649
-25% -$293K ﹤0.01% 2388
2025
Q4 		$1.02M Sell
177,869
-23,464
-12% -$143K ﹤0.01% 2127
2025
Q3 		$1.29M Sell
201,333
-58,038
-22% -$336K ﹤0.01% 1922
2025
Q2 		$1.28M Buy
259,371
+71,435
+38% +$308K ﹤0.01% 2323
2025
Q1 		$793K Buy
187,936
+73,886
+65% +$357K ﹤0.01% 2394
2024
Q4 		$549K Buy
114,050
+4,424
+4% +$20K ﹤0.01% 2544
2024
Q3 		$378K Buy
109,626
+14,906
+16% +$62.7K ﹤0.01% 2690
2024
Q2 		$412K Buy
94,720
+20,467
+28% +$99.7K ﹤0.01% 2671
2024
Q1 		$432K Hold
74,253
– – ﹤0.01% 2327
2023
Q4 		$459K Buy
74,253
+15,606
+27% +$92K ﹤0.01% 2343
2023
Q3 		$364K Buy
+58,647
New +$388K ﹤0.01% 2386
2022
Q3 		– Sell
-320
Closed -$1.79K – 2749
2022
Q2 		$1.79K Buy
+320
New +$2.04K ﹤0.01% 2683

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's CTOS Position: Q2 2026 in Review

UBS AM reduced its Custom Truck One Source (CTOS) stake by 22% in Q2 2026, selling an estimated $271K and leaving 104,449 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

UBS AM first reported a position in CTOS in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q3 2025. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • UBS AM held 104,449 shares of Custom Truck One Source worth $1.23M as of Q2 2026.
  • UBS AM sold 28,771 Custom Truck One Source shares in Q2 2026, an estimated $271K.
  • Custom Truck One Source made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2275 holding.
  • UBS AM first reported a position in Custom Truck One Source in Q2 2022 and has held it in 13 quarters since.
  • UBS AM's Custom Truck One Source position peaked at $1.29M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.