Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alta Equipment Group ALTG Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.4K Buy
3,424
+2,149
+169% +$13.6K ﹤0.01% 4465
2025
Q4 		$6K Buy
1,275
+26
+2% +$143 ﹤0.01% 4730
2025
Q3 		$9K Buy
1,249
+162
+15% +$1.26K ﹤0.01% 4508
2025
Q2 		$7K Sell
1,087
-273
-20% -$1.38K ﹤0.01% 4426
2025
Q1 		$6K Sell
1,360
-992
-42% -$6.19K ﹤0.01% 4335
2024
Q4 		$15K Buy
2,352
+873
+59% +$6.08K ﹤0.01% 3614
2024
Q3 		$10K Buy
1,479
+1,090
+280% +$8.38K ﹤0.01% 3764
2024
Q2 		$3K Sell
389
-88
-18% -$891 ﹤0.01% 4027
2024
Q1 		$6K Buy
477
+264
+124% +$3.03K ﹤0.01% 3553
2023
Q4 		$3K Buy
213
+142
+200% +$1.53K ﹤0.01% 3658
2023
Q3 		$1K Buy
71
+25
+54% +$374 ﹤0.01% 3910
2023
Q2 		$1K Buy
+46
New +$679 ﹤0.01% 3896

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $59.9B AUM 27.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALTG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alta Equipment Group (ALTG) stake by 169% in Q1 2026, buying an estimated $13.6K and bringing the position to 3,424 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Carson Wealth (CWM LLC) first reported a position in ALTG in Q2 2023 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,424 shares of Alta Equipment Group worth $18.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,149 Alta Equipment Group shares in Q1 2026, an estimated $13.6K.
  • Alta Equipment Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4465 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alta Equipment Group in Q2 2023 and has held it in 12 quarters since.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.