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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
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

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ritholtz Wealth Management's ALTG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Alta Equipment Group (ALTG) stake by 16% in Q2 2026, buying an estimated $17K and bringing the position to 18,104 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Ritholtz Wealth Management first reported a position in ALTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $165K in Q3 2025. 133 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Ritholtz Wealth Management held 18,104 shares of Alta Equipment Group worth $117K as of Q2 2026.
  • Ritholtz Wealth Management bought 2,528 Alta Equipment Group shares in Q2 2026, an estimated $17K.
  • Alta Equipment Group made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1272 holding.
  • Ritholtz Wealth Management first reported a position in Alta Equipment Group in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Alta Equipment Group position peaked at $165K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.