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Bollard Group’s Alta Equipment Group ALTG Stock Holding History

Bollard Group’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
Q1 		– Sell
-602
Closed -$3K – 302
2025
Q4 		$3K Sell
602
-2,683
-82% -$14.7K ﹤0.01% 277
2025
Q3 		$24K Hold
3,285
– – ﹤0.01% 223
2025
Q2 		$21K Buy
3,285
+193
+6% +$977 ﹤0.01% 244
2025
Q1 		$14K Buy
3,092
+32
+1% +$200 ﹤0.01% 244
2024
Q4 		$20K Buy
3,060
+21
+0.7% +$146 ﹤0.01% 236
2024
Q3 		$20K Buy
3,039
+24
+0.8% +$185 ﹤0.01% 258
2024
Q2 		$24K Buy
3,015
+21
+0.7% +$213 ﹤0.01% 252
2024
Q1 		$39K Buy
2,994
+14
+0.5% +$161 ﹤0.01% 235
2023
Q4 		$37K Buy
2,980
+18
+0.6% +$194 ﹤0.01% 229
2023
Q3 		$36K Buy
2,962
+11
+0.4% +$165 ﹤0.01% 227
2023
Q2 		$51K Buy
2,951
+12
+0.4% +$177 ﹤0.01% 220
2023
Q1 		$47K Hold
2,939
– – ﹤0.01% 220
2022
Q4 		$39K Hold
2,939
– – ﹤0.01% 219
2022
Q3 		$32K Hold
2,939
– – ﹤0.01% 228
2022
Q2 		$26K Hold
2,939
– – ﹤0.01% 247
2022
Q1 		$36K Hold
2,939
– – ﹤0.01% 365
2021
Q4 		$43K Hold
2,939
– – ﹤0.01% 358
2021
Q3 		$40K Hold
2,939
– – ﹤0.01% 362
2021
Q2 		$39K Hold
2,939
– – ﹤0.01% 360
2021
Q1 		$38K Hold
2,939
– – ﹤0.01% 362
2020
Q4 		$29K Hold
2,939
– – ﹤0.01% 375
2020
Q3 		$23K Sell
2,939
-9,278
-76% -$73.7K ﹤0.01% 377
2020
Q2 		$95K Buy
+12,217
New +$75.5K ﹤0.01% 259

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bollard Group's ALTG Position: Q1 2026 in Review

Bollard Group sold out of Alta Equipment Group (ALTG) in Q1 2026, closing a stake of 602 shares — an estimated $3K sold.

Bollard Group first reported a position in ALTG in Q2 2020 and held it in 23 quarters. The position peaked at $95K in Q2 2020. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Bollard Group reported no remaining Alta Equipment Group position as of Q1 2026 after selling out during the quarter.
  • Bollard Group sold 602 Alta Equipment Group shares in Q1 2026, an estimated $3K.
  • Bollard Group first reported a position in Alta Equipment Group in Q2 2020 and held it in 23 quarters.
  • Bollard Group's Alta Equipment Group position peaked at $95K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.