Marshall Wace’s Alta Equipment Group ALTG Stock Holding History

Marshall Wace’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	$235K	Sell	36,246 -19,736	-35%	-$132K	﹤0.01%	2791
2026 Q1	$301K	Buy	+55,982	New	+$356K	﹤0.01%	2653
2025 Q4	–	Sell	-75,115	Closed	-$544K	–	2924
2025 Q3	$544K	Buy	+75,115	New	+$584K	﹤0.01%	2199
2024 Q4	–	Sell	-40,559	Closed	-$273K	–	2548
2024 Q3	$273K	Sell	40,559 -95,004	-70%	-$731K	﹤0.01%	2190
2024 Q2	$1.09M	Sell	135,563 -52,614	-28%	-$532K	﹤0.01%	1648
2024 Q1	$2.44M	Buy	188,177 +124,411	+195%	+$1.43M	﹤0.01%	1268
2023 Q4	$789K	Buy	+63,766	New	+$689K	﹤0.01%	1560
2023 Q1	–	Sell	-10,831	Closed	-$143K	–	2611
2022 Q4	$143K	Sell	10,831 -50,085	-82%	-$603K	﹤0.01%	2746
2022 Q3	$670K	Buy	60,916 +2,262	+4%	+$26K	﹤0.01%	2600
2022 Q2	$526K	Buy	+58,654	New	+$643K	﹤0.01%	2767
2021 Q3	–	Sell	-18,791	Closed	-$250K	–	2978
2021 Q2	$250K	Buy	+18,791	New	+$257K	﹤0.01%	2382

Other funds holding ALTG

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Marshall Wace's ALTG Position: Q2 2026 in Review

Marshall Wace reduced its Alta Equipment Group (ALTG) stake by 35% in Q2 2026, selling an estimated $132K and leaving 36,246 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Marshall Wace first reported a position in ALTG in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.44M in Q1 2024. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

Marshall Wace held 36,246 shares of Alta Equipment Group worth $235K as of Q2 2026.
Marshall Wace sold 19,736 Alta Equipment Group shares in Q2 2026, an estimated $132K.
Alta Equipment Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2791 holding.
Marshall Wace first reported a position in Alta Equipment Group in Q2 2021 and has held it in 11 quarters since.
Marshall Wace's Alta Equipment Group position peaked at $2.44M in Q1 2024.
132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.