Ritholtz Wealth Management’s Alta Equipment Group ALTG Stock Holding History

Ritholtz Wealth Management’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	$79K	Sell	13,001 -5,103	-28%	-$32.6K	﹤0.01%	1362
2026 Q2	$117K	Buy	18,104 +2,528	+16%	+$17K	﹤0.01%	1272
2026 Q1	$83.6K	Buy	15,576 +2,073	+15%	+$13.2K	﹤0.01%	1175
2025 Q4	$62.1K	Sell	13,503 -9,340	-41%	-$51.3K	﹤0.01%	1106
2025 Q3	$165K	Buy	+22,843	New	+$178K	﹤0.01%	1000

Other funds holding ALTG

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Ritholtz Wealth Management's ALTG Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Alta Equipment Group (ALTG) stake by 28% in Q3 2026, selling an estimated $32.6K and leaving 13,001 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Ritholtz Wealth Management first reported a position in ALTG in Q3 2025 and has held it in 5 quarters since. The position peaked at $165K in Q3 2025. 56 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

Ritholtz Wealth Management held 13,001 shares of Alta Equipment Group worth $79K as of Q3 2026.
Ritholtz Wealth Management sold 5,103 Alta Equipment Group shares in Q3 2026, an estimated $32.6K.
Alta Equipment Group made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1362 holding.
Ritholtz Wealth Management first reported a position in Alta Equipment Group in Q3 2025 and has held it in 5 quarters since.
Ritholtz Wealth Management's Alta Equipment Group position peaked at $165K in Q3 2025.
56 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.