Center for Financial Planning’s Alta Equipment Group ALTG Stock Holding History

Center for Financial Planning’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	$45.6K	Hold	7,044	–	–	﹤0.01%	330
2026 Q1	$37.8K	Hold	7,044	–	–	﹤0.01%	342
2025 Q4	$32.4K	Hold	7,044	–	–	﹤0.01%	355
2025 Q3	$51K	Buy	7,044 +1,131	+19%	+$8.79K	0.01%	300
2025 Q2	$37.4K	Hold	5,913	–	–	﹤0.01%	323
2025 Q1	$27.7K	Buy	5,913 +603	+11%	+$3.76K	﹤0.01%	355
2024 Q4	$34.7K	Hold	5,310	–	–	﹤0.01%	299
2024 Q3	$35.8K	Buy	5,310 +1,493	+39%	+$11.5K	﹤0.01%	288
2024 Q2	$30.7K	Hold	3,817	–	–	﹤0.01%	286
2024 Q1	$49.4K	Buy	3,817 +317	+9%	+$3.64K	0.01%	242
2023 Q4	$43.3K	Hold	3,500	–	–	0.01%	237
2023 Q3	$42.2K	Hold	3,500	–	–	0.01%	227
2023 Q2	$60.7K	Hold	3,500	–	–	0.01%	202
2023 Q1	$55.5K	Hold	3,500	–	–	0.01%	203
2022 Q4	$46.2K	Hold	3,500	–	–	0.01%	226
2022 Q3	$39K	Hold	3,500	–	–	0.01%	230
2022 Q2	$31K	Hold	3,500	–	–	0.01%	253
2022 Q1	$43K	Buy	3,500 +1,000	+40%	+$13.2K	0.01%	242
2021 Q4	$37K	Hold	2,500	–	–	0.01%	262
2021 Q3	$34K	Hold	2,500	–	–	0.01%	253
2021 Q2	$33K	Hold	2,500	–	–	0.01%	255
2021 Q1	$33K	Hold	2,500	–	–	0.01%	253
2020 Q4	$25K	Hold	2,500	–	–	0.01%	258
2020 Q3	$20K	Hold	2,500	–	–	0.01%	257
2020 Q2	$19K	Buy	+2,500	New	+$15.5K	0.01%	265

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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Center for Financial Planning's ALTG Position: Q2 2026 in Review

Center for Financial Planning held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 7,044 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Center for Financial Planning first reported a position in ALTG in Q2 2020 and has held it in 25 quarters since. The position peaked at $60.7K in Q2 2023. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

Center for Financial Planning held 7,044 shares of Alta Equipment Group worth $45.6K as of Q2 2026.
Center for Financial Planning left its Alta Equipment Group share count unchanged in Q2 2026.
Alta Equipment Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #330 holding.
Center for Financial Planning first reported a position in Alta Equipment Group in Q2 2020 and has held it in 25 quarters since.
Center for Financial Planning's Alta Equipment Group position peaked at $60.7K in Q2 2023.
132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.