Allworth Financial
ALTG icon

Allworth Financial’s Alta Equipment Group ALTG Stock Holding History

Allworth Financial’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.68K Buy
878
+725
+474% +$4.86K ﹤0.01% 4050
2026
Q1 		$822 Buy
153
+134
+705% +$851 ﹤0.01% 4622
2025
Q4 		$88 Buy
19
+10
+111% +$55 ﹤0.01% 4795
2025
Q3 		$66 Buy
+9
New +$70 ﹤0.01% 4720

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's ALTG Position: Q2 2026 in Review

Allworth Financial increased its Alta Equipment Group (ALTG) stake by 474% in Q2 2026, buying an estimated $4.86K and bringing the position to 878 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Allworth Financial first reported a position in ALTG in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Allworth Financial held 878 shares of Alta Equipment Group worth $5.68K as of Q2 2026.
  • Allworth Financial bought 725 Alta Equipment Group shares in Q2 2026, an estimated $4.86K.
  • Alta Equipment Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4050 holding.
  • Allworth Financial first reported a position in Alta Equipment Group in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.