Fidelity Investments
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Fidelity Investments’s Alta Equipment Group ALTG Stock Holding History

Fidelity Investments’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 		$26.5K Buy
4,099
+247
+6% +$1.66K ﹤0.01% 4566
2026
Q1 		$20.7K Buy
3,852
+2,123
+123% +$13.5K ﹤0.01% 4498
2025
Q4 		$7.95K Sell
1,729
-558
-24% -$3.06K ﹤0.01% 4785
2025
Q3 		$16.6K Buy
2,287
+83
+4% +$645 ﹤0.01% 4423
2025
Q2 		$13.9K Sell
2,204
-116
-5% -$587 ﹤0.01% 4420
2025
Q1 		$10.9K Buy
2,320
+1,185
+104% +$7.39K ﹤0.01% 4469
2024
Q4 		$7.43K Sell
1,135
-2,050
-64% -$14.3K ﹤0.01% 4554
2024
Q3 		$21.5K Buy
3,185
+2,130
+202% +$16.4K ﹤0.01% 4147
2024
Q2 		$8.48K Sell
1,055
-21,235
-95% -$215K ﹤0.01% 4396
2024
Q1 		$289K Sell
22,290
-307
-1% -$3.53K ﹤0.01% 2901
2023
Q4 		$280K Sell
22,597
-4,174
-16% -$45.1K ﹤0.01% 2851
2023
Q3 		$323K Buy
26,771
+25,930
+3,083% +$388K ﹤0.01% 2743
2023
Q2 		$14.6K Sell
841
-188
-18% -$2.77K ﹤0.01% 4001
2023
Q1 		$16.3K Buy
1,029
+641
+165% +$10.8K ﹤0.01% 3930
2022
Q4 		$5.12K Sell
388
-338
-47% -$4.07K ﹤0.01% 4243
2022
Q3 		$8K Buy
726
+561
+340% +$6.45K ﹤0.01% 4145
2022
Q2 		$1K Buy
165
+158
+2,257% +$1.73K ﹤0.01% 4658
2022
Q1 		$0 Buy
+7
New +$92 ﹤0.01% 4914

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

Fidelity Investments's ALTG Position: Q2 2026 in Review

Fidelity Investments increased its Alta Equipment Group (ALTG) stake by 6.4% in Q2 2026, buying an estimated $1.66K and bringing the position to 4,099 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4566.

Fidelity Investments first reported a position in ALTG in Q1 2022 and has held it in 18 quarters since. The position peaked at $323K in Q3 2023. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Fidelity Investments held 4,099 shares of Alta Equipment Group worth $26.5K as of Q2 2026.
  • Fidelity Investments bought 247 Alta Equipment Group shares in Q2 2026, an estimated $1.66K.
  • Alta Equipment Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4566 holding.
  • Fidelity Investments first reported a position in Alta Equipment Group in Q1 2022 and has held it in 18 quarters since.
  • Fidelity Investments's Alta Equipment Group position peaked at $323K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.