Melone Private Wealth
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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
Q3 		– Sell
-25,157
Closed -$163K – 56
2026
Q2 		$163K Hold
25,157
– – 0.06% 58
2026
Q1 		$135K Buy
+25,157
New +$160K 0.06% 60

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Wealth Enhancement Advisory Services
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Center for Financial Planning
Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Melone Private Wealth's ALTG Position: Q3 2026 in Review

Melone Private Wealth sold out of Alta Equipment Group (ALTG) in Q3 2026, closing a stake of 25,157 shares — an estimated $163K sold.

Melone Private Wealth first reported a position in ALTG in Q1 2026 and held it in 2 quarters. The position peaked at $163K in Q2 2026. 21 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

  • Melone Private Wealth reported no remaining Alta Equipment Group position as of Q3 2026 after selling out during the quarter.
  • Melone Private Wealth sold 25,157 Alta Equipment Group shares in Q3 2026, an estimated $163K.
  • Melone Private Wealth first reported a position in Alta Equipment Group in Q1 2026 and held it in 2 quarters.
  • Melone Private Wealth's Alta Equipment Group position peaked at $163K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.