LPL Financial
ALTG icon

LPL Financial’s Alta Equipment Group ALTG Stock Holding History

LPL Financial’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
-10,242
Closed -$74.2K – 5877
2025
Q3 		$74.2K Sell
10,242
-2,000
-16% -$15.5K ﹤0.01% 5572
2025
Q2 		$77.4K Sell
12,242
-68,200
-85% -$345K ﹤0.01% 5309
2025
Q1 		$377K Sell
80,442
-38,500
-32% -$240K ﹤0.01% 4411
2024
Q4 		$778K Buy
118,942
+1,774
+2% +$12.4K ﹤0.01% 3710
2024
Q3 		$790K Buy
117,168
+37,051
+46% +$285K ﹤0.01% 3611
2024
Q2 		$644K Buy
+80,117
New +$811K ﹤0.01% 3640

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's ALTG Position: Q4 2025 in Review

LPL Financial sold out of Alta Equipment Group (ALTG) in Q4 2025, closing a stake of 10,242 shares — an estimated $74.2K sold.

LPL Financial first reported a position in ALTG in Q2 2024 and held it in 6 quarters. The position peaked at $790K in Q3 2024. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2025.

  • LPL Financial reported no remaining Alta Equipment Group position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,242 Alta Equipment Group shares in Q4 2025, an estimated $74.2K.
  • LPL Financial first reported a position in Alta Equipment Group in Q2 2024 and held it in 6 quarters.
  • LPL Financial's Alta Equipment Group position peaked at $790K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.