Commonwealth Equity Services
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Commonwealth Equity Services’s Alta Equipment Group ALTG Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-15,798
Closed -$114K – 4277
2025
Q3 		$114K Hold
15,798
– – ﹤0.01% 4063
2025
Q2 		$100K Buy
15,798
+705
+5% +$3.57K ﹤0.01% 4066
2025
Q1 		$71K Buy
15,093
+307
+2% +$1.92K ﹤0.01% 4031
2024
Q4 		$97K Sell
14,786
-314
-2% -$2.19K ﹤0.01% 3910
2024
Q3 		$102K Buy
15,100
+3
+0% +$23 ﹤0.01% 3861
2024
Q2 		$121K Buy
15,097
+2
+0% +$20 ﹤0.01% 3778
2024
Q1 		$195K Buy
15,095
+1
+0% +$11 ﹤0.01% 3639
2023
Q4 		$187K Buy
15,094
+2
+0% +$22 ﹤0.01% 3532
2023
Q3 		$182K Buy
15,092
+2,787
+23% +$41.7K ﹤0.01% 3410
2023
Q2 		$213K Buy
12,305
+2
+0% +$30 ﹤0.01% 3350
2023
Q1 		$195K Buy
12,303
+1
+0% +$17 ﹤0.01% 3325
2022
Q4 		$162K Buy
12,302
+1
+0% +$12 ﹤0.01% 3309
2022
Q3 		$135K Buy
12,301
+1
+0% +$11 ﹤0.01% 3307
2022
Q2 		$110K Hold
12,300
– – ﹤0.01% 3348
2022
Q1 		$152K Buy
12,300
+150
+1% +$1.98K ﹤0.01% 3397
2021
Q4 		$177K Buy
12,150
+150
+1% +$2.2K ﹤0.01% 3334
2021
Q3 		$164K Buy
12,000
+2,000
+20% +$26.2K ﹤0.01% 3330
2021
Q2 		$132K Hold
10,000
– – ﹤0.01% 3361
2021
Q1 		$130K Hold
10,000
– – ﹤0.01% 3229
2020
Q4 		$98K Hold
10,000
– – ﹤0.01% 3063
2020
Q3 		$78K Hold
10,000
– – ﹤0.01% 2908
2020
Q2 		$77K Buy
+10,000
New +$61.8K ﹤0.01% 2803

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Commonwealth Equity Services's ALTG Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Alta Equipment Group (ALTG) in Q4 2025, closing a stake of 15,798 shares — an estimated $114K sold.

Commonwealth Equity Services first reported a position in ALTG in Q2 2020 and held it in 22 quarters. The position peaked at $213K in Q2 2023. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Alta Equipment Group position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,798 Alta Equipment Group shares in Q4 2025, an estimated $114K.
  • Commonwealth Equity Services first reported a position in Alta Equipment Group in Q2 2020 and held it in 22 quarters.
  • Commonwealth Equity Services's Alta Equipment Group position peaked at $213K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.