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Essential Partners’s Alta Equipment Group ALTG Stock Holding History

Essential Partners’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
Q3 		$1.9K Sell
312
-59
-16% -$377 ﹤0.01% 1943
2026
Q2 		$2.4K Buy
371
+270
+267% +$1.81K ﹤0.01% 1902
2026
Q1 		$542 Buy
101
+31
+44% +$197 ﹤0.01% 2411
2025
Q4 		$322 Buy
70
+23
+49% +$126 ﹤0.01% 2323
2025
Q3 		$340 Buy
47
+3
+7% +$23 ﹤0.01% 2287
2025
Q2 		$278 Buy
+44
New +$223 ﹤0.01% 1864

Other funds holding ALTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's ALTG Position: Q3 2026 in Review

Essential Partners reduced its Alta Equipment Group (ALTG) stake by 16% in Q3 2026, selling an estimated $377 and leaving 312 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Essential Partners first reported a position in ALTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

  • Essential Partners held 312 shares of Alta Equipment Group worth $1.9K as of Q3 2026.
  • Essential Partners sold 59 Alta Equipment Group shares in Q3 2026, an estimated $377.
  • Alta Equipment Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1943 holding.
  • Essential Partners first reported a position in Alta Equipment Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alta Equipment Group position peaked at $2.4K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.