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Melone Private Wealth’s Alta Equipment Group ALTG Stock Holding History

Melone Private Wealth’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 		$163K Hold
25,157
– – 0.06% 58
2026
Q1 		$135K Buy
+25,157
New +$160K 0.06% 60

Other funds holding ALTG

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Melone Private Wealth's ALTG Position: Q2 2026 in Review

Melone Private Wealth held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 25,157 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #58.

Melone Private Wealth first reported a position in ALTG in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Melone Private Wealth held 25,157 shares of Alta Equipment Group worth $163K as of Q2 2026.
  • Melone Private Wealth left its Alta Equipment Group share count unchanged in Q2 2026.
  • Alta Equipment Group made up 0.06% of Melone Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Melone Private Wealth first reported a position in Alta Equipment Group in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.