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IFP Advisors’s Alta Equipment Group ALTG Stock Holding History

IFP 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 		$272 Buy
42
+21
+100% +$141 ﹤0.01% 4801
2026
Q1 		$113 Hold
21
– – ﹤0.01% 4717
2025
Q4 		$97 Buy
21
+6
+40% +$33 ﹤0.01% 4598
2025
Q3 		$109 Buy
+15
New +$117 ﹤0.01% 4532
2025
Q2 		– Hold
0
– – – 4571
2025
Q1 		– Sell
-14
Closed -$92 – 4310
2024
Q4 		$92 Buy
+14
New +$98 ﹤0.01% 4059

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

IFP Advisors's ALTG Position: Q2 2026 in Review

IFP Advisors increased its Alta Equipment Group (ALTG) stake by 100% in Q2 2026, buying an estimated $141 and bringing the position to 42 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #4801.

IFP Advisors first reported a position in ALTG in Q4 2024 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • IFP Advisors held 42 shares of Alta Equipment Group worth $272 as of Q2 2026.
  • IFP Advisors bought 21 Alta Equipment Group shares in Q2 2026, an estimated $141.
  • Alta Equipment Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4801 holding.
  • IFP Advisors first reported a position in Alta Equipment Group in Q4 2024 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.