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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
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 $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

Rothschild Investment LLC's ALTG Position: Q1 2026 in Review

Rothschild Investment LLC increased its Alta Equipment Group (ALTG) stake by 33% in Q1 2026, buying an estimated $127 and bringing the position to 80 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Rothschild Investment LLC first reported a position in ALTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $482 in Q2 2024. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Rothschild Investment LLC held 80 shares of Alta Equipment Group worth $430 as of Q1 2026.
  • Rothschild Investment LLC bought 20 Alta Equipment Group shares in Q1 2026, an estimated $127.
  • Alta Equipment Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3168 holding.
  • Rothschild Investment LLC first reported a position in Alta Equipment Group in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Alta Equipment Group position peaked at $482 in Q2 2024.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.