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Root Financial Partners’s Alta Equipment Group ALTG Stock Holding History

Root Financial Partners’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 		– Sell
-42
Closed -$226 – 520
2026
Q1 		$226 Buy
+42
New +$267 ﹤0.01% 3121

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NCM
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First Eagle Investment Management
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State Street
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Root Financial Partners's ALTG Position: Q2 2026 in Review

Root Financial Partners sold out of Alta Equipment Group (ALTG) in Q2 2026, closing a stake of 42 shares — an estimated $226 sold.

Root Financial Partners first reported a position in ALTG in Q1 2026 and held it in 1 quarter. The position peaked at $226 in Q1 2026. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Root Financial Partners reported no remaining Alta Equipment Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 42 Alta Equipment Group shares in Q2 2026, an estimated $226.
  • Root Financial Partners first reported a position in Alta Equipment Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Alta Equipment Group position peaked at $226 in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.