NewEdge Advisors’s Alta Equipment Group ALTG Stock Holding History

NewEdge Advisors’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	$631K	Buy	117,418 +64,880	+123%	+$412K	﹤0.01%	1806
2025 Q4	$242K	Sell	52,538 -7,563	-13%	-$41.5K	﹤0.01%	2466
2025 Q3	$435K	Buy	+60,101	New	+$467K	﹤0.01%	1919
2025 Q2	–	Sell	-293	Closed	-$1.38K	–	3989
2025 Q1	$1.38K	Sell	293 -518	-64%	-$3.23K	﹤0.01%	3579
2024 Q4	$5.3K	Sell	811 -3,473	-81%	-$24.2K	﹤0.01%	3225
2024 Q3	$28.9K	Sell	4,284 -860	-17%	-$6.61K	﹤0.01%	2609
2024 Q2	$41.4K	Buy	5,144 +34	+0.7%	+$344	﹤0.01%	2411
2024 Q1	$66.2K	Buy	5,110 +712	+16%	+$8.18K	﹤0.01%	2206
2023 Q4	$54.4K	Buy	4,398 +781	+22%	+$8.43K	﹤0.01%	2202
2023 Q3	$43.6K	Buy	3,617 +2,414	+201%	+$36.1K	﹤0.01%	2135
2023 Q2	$20.9K	Buy	+1,203	New	+$17.8K	﹤0.01%	2377
2023 Q1	–	Sell	-1,405	Closed	-$19	–	3435
2022 Q4	$19	Buy	+1,405	New	+$16.9K	﹤0.01%	3603

Other funds holding ALTG

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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