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EverSource Wealth Advisors’s Alta Equipment Group ALTG Stock Holding History

EverSource Wealth 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 		$3.38K Buy
522
+159
+44% +$1.07K ﹤0.01% 3480
2026
Q1 		$1.95K Buy
363
+173
+91% +$1.1K ﹤0.01% 3653
2025
Q4 		$874 Buy
190
+64
+51% +$352 ﹤0.01% 3741
2025
Q3 		$912 Hold
126
– – ﹤0.01% 3791
2025
Q2 		$796 Buy
126
+120
+2,000% +$607 ﹤0.01% 3787
2025
Q1 		$28 Sell
6
-69
-92% -$431 ﹤0.01% 3949
2024
Q4 		$491 Buy
+75
New +$523 ﹤0.01% 3206

Other funds holding ALTG

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's ALTG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Alta Equipment Group (ALTG) stake by 44% in Q2 2026, buying an estimated $1.07K and bringing the position to 522 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

EverSource Wealth Advisors first reported a position in ALTG in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • EverSource Wealth Advisors held 522 shares of Alta Equipment Group worth $3.38K as of Q2 2026.
  • EverSource Wealth Advisors bought 159 Alta Equipment Group shares in Q2 2026, an estimated $1.07K.
  • Alta Equipment Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3480 holding.
  • EverSource Wealth Advisors first reported a position in Alta Equipment Group in Q4 2024 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.