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Custom Truck One shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Custom Truck One (CTOS) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Custom Truck One

Tip: Access up to 7 years of quarterly data

All positions including Custom Truck One held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Custom Truck One by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4k 530 6.42
2025-06-30 $2.6k 530 4.94
2025-03-31 $2.0k 476 4.22

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Top funds holding Custom Truck One

Platinum Equity Advisors
Robeco Investment Management
Mirae Asset Global Etfs Holdings
Canvas Wealth Advisors
Dimensional Fund Advisors
Allspring Global Investments Holdings
BlackRock
Vanguard Group
T. Rowe Price Investment Management
ACK Asset Management
Alyeska Investment Group
ClearBridge Advisors
Geode Capital Management
State Street Corporation
Russell Investments

View all funds holding Custom Truck One