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Ironwood Investment Management’s Alta Equipment Group ALTG Stock Holding History

Ironwood Investment 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
2025
Q4 		– Sell
-34,255
Closed -$248K – 173
2025
Q3 		$248K Hold
34,255
– – 0.11% 146
2025
Q2 		$216K Hold
34,255
– – 0.11% 145
2025
Q1 		$161K Hold
34,255
– – 0.09% 146
2024
Q4 		$224K Hold
34,255
– – 0.11% 142
2024
Q3 		$231K Buy
34,255
+14,614
+74% +$112K 0.11% 141
2024
Q2 		$158K Buy
+19,641
New +$199K 0.08% 150

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ironwood Investment Management's ALTG Position: Q4 2025 in Review

Ironwood Investment Management sold out of Alta Equipment Group (ALTG) in Q4 2025, closing a stake of 34,255 shares — an estimated $248K sold.

Ironwood Investment Management first reported a position in ALTG in Q2 2024 and held it in 6 quarters. The position peaked at $248K in Q3 2025. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2025.

  • Ironwood Investment Management reported no remaining Alta Equipment Group position as of Q4 2025 after selling out during the quarter.
  • Ironwood Investment Management sold 34,255 Alta Equipment Group shares in Q4 2025, an estimated $248K.
  • Ironwood Investment Management first reported a position in Alta Equipment Group in Q2 2024 and held it in 6 quarters.
  • Ironwood Investment Management's Alta Equipment Group position peaked at $248K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2025.

Based on Ironwood Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.