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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
Q1 		$226 Buy
+42
New +$267 ﹤0.01% 3121

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
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

Root Financial Partners's ALTG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Alta Equipment Group (ALTG) in Q1 2026: 42 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #3121 among its holdings.

125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Root Financial Partners held 42 shares of Alta Equipment Group worth $226 as of Q1 2026.
  • Alta Equipment Group was a new Root Financial Partners position in Q1 2026.
  • Alta Equipment Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3121 holding.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.