Clearstead Advisors
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Clearstead Advisors’s Alta Equipment Group ALTG Stock Holding History

Clearstead Advisors’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 		$26 Sell
4
-26
-87% -$174 ﹤0.01% 3564
2026
Q1 		$164 Hold
30
– – ﹤0.01% 2180
2025
Q4 		$140 Buy
+30
New +$165 ﹤0.01% 2468

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Clearstead Advisors's ALTG Position: Q2 2026 in Review

Clearstead Advisors reduced its Alta Equipment Group (ALTG) stake by 87% in Q2 2026, selling an estimated $174 and leaving 4 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Clearstead Advisors first reported a position in ALTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $164 in Q1 2026. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Clearstead Advisors held 4 shares of Alta Equipment Group worth $26 as of Q2 2026.
  • Clearstead Advisors sold 26 Alta Equipment Group shares in Q2 2026, an estimated $174.
  • Alta Equipment Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3564 holding.
  • Clearstead Advisors first reported a position in Alta Equipment Group in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Alta Equipment Group position peaked at $164 in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.