AssetMark Inc’s Alta Equipment Group ALTG Stock Holding History

AssetMark Inc’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	$129	Hold	20	–	–	﹤0.01%	3458
2026 Q1	$107	Buy	+20	New	+$127	﹤0.01%	3372

Other funds holding ALTG

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AssetMark Inc's ALTG Position: Q2 2026 in Review

AssetMark Inc held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 20 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

AssetMark Inc first reported a position in ALTG in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

AssetMark Inc held 20 shares of Alta Equipment Group worth $129 as of Q2 2026.
AssetMark Inc left its Alta Equipment Group share count unchanged in Q2 2026.
Alta Equipment Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3458 holding.
AssetMark Inc first reported a position in Alta Equipment Group in Q1 2026 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.