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

UBS Group’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 		$1.78M Buy
150,891
+68,639
+83% +$646K ﹤0.01% 5209
2026
Q1 		$540K Sell
82,252
-563
-0.7% -$3.7K ﹤0.01% 6024
2025
Q4 		$477K Sell
82,815
-59,904
-42% -$366K ﹤0.01% 6106
2025
Q3 		$916K Sell
142,719
-421,465
-75% -$2.44M ﹤0.01% 5650
2025
Q2 		$2.79M Sell
564,184
-29,743
-5% -$128K ﹤0.01% 4466
2025
Q1 		$2.51M Buy
593,927
+128,484
+28% +$620K ﹤0.01% 4507
2024
Q4 		$2.24M Buy
465,443
+433,140
+1,341% +$1.96M ﹤0.01% 4618
2024
Q3 		$111K Buy
32,303
+4,570
+16% +$19.2K ﹤0.01% 6276
2024
Q2 		$121K Sell
27,733
-23,307
-46% -$113K ﹤0.01% 6043
2024
Q1 		$297K Sell
51,040
-20,453
-29% -$127K ﹤0.01% 5578
2023
Q4 		$442K Buy
71,493
+48,923
+217% +$289K ﹤0.01% 5198
2023
Q3 		$140K Buy
22,570
+167
+0.7% +$1.1K ﹤0.01% 5620
2023
Q2 		$151K Sell
22,403
-475
-2% -$3.13K ﹤0.01% 5679
2023
Q1 		$155K Sell
22,878
-48,435
-68% -$336K ﹤0.01% 5583
2022
Q4 		$451K Buy
71,313
+40,590
+132% +$263K ﹤0.01% 4798
2022
Q3 		$179K Buy
30,723
+3,906
+15% +$24.4K ﹤0.01% 5191
2022
Q2 		$150K Buy
26,817
+24,757
+1,202% +$158K ﹤0.01% 5123
2022
Q1 		$17K Buy
2,060
+1,808
+717% +$14.6K ﹤0.01% 7640
2021
Q4 		$2K Buy
+252
New +$2.17K ﹤0.01% 9786
2021
Q3 		– Sell
-759
Closed -$7K – 9611
2021
Q2 		$7K Buy
759
+723
+2,008% +$7.11K ﹤0.01% 8318
2021
Q1 		$0 Sell
36
-2,071
-98% -$16.9K ﹤0.01% 9055
2020
Q4 		$16K Sell
2,107
-693
-25% -$3.51K ﹤0.01% 7101
2020
Q3 		$12K Sell
2,800
-3,569
-56% -$13.8K ﹤0.01% 6689
2020
Q2 		$26K Buy
6,369
+3,358
+112% +$9.77K ﹤0.01% 6371
2020
Q1 		$10K Buy
+3,011
New +$11.4K ﹤0.01% 6920

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 Group's CTOS Position: Q2 2026 in Review

UBS Group increased its Custom Truck One Source (CTOS) stake by 83% in Q2 2026, buying an estimated $646K and bringing the position to 150,891 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #5209.

UBS Group first reported a position in CTOS in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.79M in Q2 2025. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • UBS Group held 150,891 shares of Custom Truck One Source worth $1.78M as of Q2 2026.
  • UBS Group bought 68,639 Custom Truck One Source shares in Q2 2026, an estimated $646K.
  • Custom Truck One Source made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5209 holding.
  • UBS Group first reported a position in Custom Truck One Source in Q1 2020 and has held it in 25 quarters since.
  • UBS Group's Custom Truck One Source position peaked at $2.79M in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

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