Rise Advisors’s Alta Equipment Group ALTG Stock Holding History

Rise 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
2025 Q4	–	Sell	-107	Closed	-$775	–	159
2025 Q3	$775	Hold	107	–	–	﹤0.01%	1313
2025 Q2	$676	Buy	+107	New	+$541	﹤0.01%	1352

Other funds holding ALTG

MRCM

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's ALTG Position: Q4 2025 in Review

Rise Advisors sold out of Alta Equipment Group (ALTG) in Q4 2025, closing a stake of 107 shares — an estimated $775 sold.

Rise Advisors first reported a position in ALTG in Q2 2025 and held it in 2 quarters. The position peaked at $775 in Q3 2025. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2025.

Rise Advisors reported no remaining Alta Equipment Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 107 Alta Equipment Group shares in Q4 2025, an estimated $775.
Rise Advisors first reported a position in Alta Equipment Group in Q2 2025 and held it in 2 quarters.
Rise Advisors's Alta Equipment Group position peaked at $775 in Q3 2025.
115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.