Corient Private Wealth
ALTG icon

Corient Private Wealth’s Alta Equipment Group ALTG Stock Holding History

Corient Private Wealth’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 		$111K Buy
17,216
+241
+1% +$1.62K ﹤0.01% 2921
2026
Q1 		$91.2K Buy
+16,975
New +$108K ﹤0.01% 2706

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Corient Private Wealth's ALTG Position: Q2 2026 in Review

Corient Private Wealth increased its Alta Equipment Group (ALTG) stake by 1.4% in Q2 2026, buying an estimated $1.62K and bringing the position to 17,216 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Corient Private Wealth first reported a position in ALTG in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Corient Private Wealth held 17,216 shares of Alta Equipment Group worth $111K as of Q2 2026.
  • Corient Private Wealth bought 241 Alta Equipment Group shares in Q2 2026, an estimated $1.62K.
  • Alta Equipment Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2921 holding.
  • Corient Private Wealth first reported a position in Alta Equipment Group in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.