Morgan Stanley
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Morgan Stanley’s Alta Equipment Group ALTG Stock Holding History

Morgan Stanley’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
Q1 		$185K Sell
34,446
-140,568
-80% -$893K ﹤0.01% 5907
2025
Q4 		$805K Sell
175,014
-89,748
-34% -$493K ﹤0.01% 5289
2025
Q3 		$1.92M Buy
264,762
+90,646
+52% +$704K ﹤0.01% 4819
2025
Q2 		$1.1M Buy
174,116
+28,977
+20% +$147K ﹤0.01% 5047
2025
Q1 		$681K Sell
145,139
-36,800
-20% -$230K ﹤0.01% 5189
2024
Q4 		$1.19M Buy
181,939
+34,423
+23% +$240K ﹤0.01% 5005
2024
Q3 		$994K Buy
147,516
+77,459
+111% +$596K ﹤0.01% 5041
2024
Q2 		$563K Sell
70,057
-154,179
-69% -$1.56M ﹤0.01% 5237
2024
Q1 		$2.9M Sell
224,236
-584,676
-72% -$6.72M ﹤0.01% 4340
2023
Q4 		$10M Buy
808,912
+575,555
+247% +$6.21M ﹤0.01% 3916
2023
Q3 		$2.81M Sell
233,357
-12,131
-5% -$181K ﹤0.01% 4152
2023
Q2 		$4.25M Sell
245,488
-775
-0.3% -$11.4K ﹤0.01% 3893
2023
Q1 		$3.9M Buy
246,263
+213,724
+657% +$3.59M ﹤0.01% 3977
2022
Q4 		$429K Buy
32,539
+11,378
+54% +$137K ﹤0.01% 5320
2022
Q3 		$232K Buy
21,161
+3,496
+20% +$40.2K ﹤0.01% 5656
2022
Q2 		$159K Sell
17,665
-4,563
-21% -$50K ﹤0.01% 6000
2022
Q1 		$275K Sell
22,228
-131,945
-86% -$1.74M ﹤0.01% 5739
2021
Q4 		$2.26M Buy
154,173
+1,335
+0.9% +$19.6K ﹤0.01% 4480
2021
Q3 		$2.1M Sell
152,838
-129,439
-46% -$1.7M ﹤0.01% 4529
2021
Q2 		$3.75M Buy
282,277
+281,680
+47,183% +$3.85M ﹤0.01% 4082
2021
Q1 		$8K Sell
597
-12,760
-96% -$139K ﹤0.01% 7003
2020
Q4 		$132K Buy
13,357
+11,332
+560% +$97.9K ﹤0.01% 5794
2020
Q3 		$16K Sell
2,025
-3,237
-62% -$25.7K ﹤0.01% 6129
2020
Q2 		$41K Buy
5,262
+1,103
+27% +$6.82K ﹤0.01% 5739
2020
Q1 		$18K Buy
4,159
+3,343
+410% +$28.6K ﹤0.01% 5841
2019
Q4 		$8K Sell
816
-248
-23% -$2.47K ﹤0.01% 6307
2019
Q3 		$11K Buy
+1,064
New +$10.4K ﹤0.01% 6167

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley's ALTG Position: Q1 2026 in Review

Morgan Stanley reduced its Alta Equipment Group (ALTG) stake by 80% in Q1 2026, selling an estimated $893K and leaving 34,446 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #5907.

Morgan Stanley first reported a position in ALTG in Q3 2019 and has held it in 27 quarters since. The position peaked at $10M in Q4 2023. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Morgan Stanley held 34,446 shares of Alta Equipment Group worth $185K as of Q1 2026.
  • Morgan Stanley sold 140,568 Alta Equipment Group shares in Q1 2026, an estimated $893K.
  • Alta Equipment Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5907 holding.
  • Morgan Stanley first reported a position in Alta Equipment Group in Q3 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Alta Equipment Group position peaked at $10M in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.