Sagespring Wealth Partners
ALTO icon

Sagespring Wealth Partners’s Alto Ingredients ALTO Stock Holding History

Sagespring Wealth Partners’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.4K Buy
26,111
+1,111
+4% +$5.01K ﹤0.01% 879
2026
Q2 		$142K Hold
25,000
– – ﹤0.01% 835
2026
Q1 		$121K Sell
25,000
-100
-0.4% -$317 ﹤0.01% 782
2025
Q4 		$72.3K Buy
+25,100
New +$47.3K ﹤0.01% 781

Other funds holding ALTO

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Sagespring Wealth Partners's ALTO Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Alto Ingredients (ALTO) stake by 4.4% in Q3 2026, buying an estimated $5.01K and bringing the position to 26,111 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Sagespring Wealth Partners first reported a position in ALTO in Q4 2025 and has held it in 4 quarters since. The position peaked at $142K in Q2 2026. 15 funds tracked by Wall St. Rank hold ALTO as of Q3 2026.

  • Sagespring Wealth Partners held 26,111 shares of Alto Ingredients worth $96.4K as of Q3 2026.
  • Sagespring Wealth Partners bought 1,111 Alto Ingredients shares in Q3 2026, an estimated $5.01K.
  • Alto Ingredients made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #879 holding.
  • Sagespring Wealth Partners first reported a position in Alto Ingredients in Q4 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Alto Ingredients position peaked at $142K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.