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
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

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BlackRock
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Allspring Global Investments
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return