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Rothschild Investment LLC’s Alta Equipment Group ALTG Stock Holding History

Rothschild Investment LLC’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 		$1.39K Buy
215
+135
+169% +$906 ﹤0.01% 2912
2026
Q1 		$430 Buy
80
+20
+33% +$127 ﹤0.01% 3168
2025
Q4 		$276 Hold
60
– – ﹤0.01% 3061
2025
Q3 		$434 Hold
60
– – ﹤0.01% 2859
2025
Q2 		$379 Sell
60
-35
-37% -$177 ﹤0.01% 2821
2025
Q1 		$446 Buy
95
+60
+171% +$374 ﹤0.01% 2653
2024
Q4 		$229 Buy
35
+5
+17% +$35 ﹤0.01% 2764
2024
Q3 		$202 Sell
30
-30
-50% -$231 ﹤0.01% 2712
2024
Q2 		$482 Buy
+60
New +$607 ﹤0.01% 2037

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rothschild Investment LLC's ALTG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Alta Equipment Group (ALTG) stake by 169% in Q2 2026, buying an estimated $906 and bringing the position to 215 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Rothschild Investment LLC first reported a position in ALTG in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Rothschild Investment LLC held 215 shares of Alta Equipment Group worth $1.39K as of Q2 2026.
  • Rothschild Investment LLC bought 135 Alta Equipment Group shares in Q2 2026, an estimated $906.
  • Alta Equipment Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2912 holding.
  • Rothschild Investment LLC first reported a position in Alta Equipment Group in Q2 2024 and has held it in 9 quarters since.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.