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Cornerstone Financial Management’s Alta Equipment Group ALTG Stock Holding History

Cornerstone Financial Management’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 		$770 Hold
119
– – ﹤0.01% 1192
2026
Q1 		$639 Hold
119
– – ﹤0.01% 1084
2025
Q4 		$547 Buy
+119
New +$654 ﹤0.01% 1130

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VC
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RA
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NCM
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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Cornerstone Financial Management's ALTG Position: Q2 2026 in Review

Cornerstone Financial Management held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 119 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Cornerstone Financial Management first reported a position in ALTG in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Cornerstone Financial Management held 119 shares of Alta Equipment Group worth $770 as of Q2 2026.
  • Cornerstone Financial Management left its Alta Equipment Group share count unchanged in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1192 holding.
  • Cornerstone Financial Management first reported a position in Alta Equipment Group in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.