Lido Advisors’s Alta Equipment Group ALTG Stock Holding History

Lido 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
2025 Q3	–	Sell	-11,776	Closed	-$74.4K	–	1830
2025 Q2	$74.4K	Buy	+11,776	New	+$59.6K	﹤0.01%	1607

Other funds holding ALTG

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's ALTG Position: Q3 2025 in Review

Lido Advisors sold out of Alta Equipment Group (ALTG) in Q3 2025, closing a stake of 11,776 shares — an estimated $74.4K sold.

Lido Advisors first reported a position in ALTG in Q2 2025 and held it in 1 quarter. The position peaked at $74.4K in Q2 2025. 132 funds tracked by Wall St. Rank hold ALTG as of Q3 2025.

Lido Advisors reported no remaining Alta Equipment Group position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 11,776 Alta Equipment Group shares in Q3 2025, an estimated $74.4K.
Lido Advisors first reported a position in Alta Equipment Group in Q2 2025 and held it in 1 quarter.
Lido Advisors's Alta Equipment Group position peaked at $74.4K in Q2 2025.
132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.