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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
Q2 		$143K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sagespring Wealth Partners's ALTO Position: Q2 2026 in Review

Sagespring Wealth Partners held its Alto Ingredients (ALTO) position steady in Q2 2026 at 25,000 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Sagespring Wealth Partners first reported a position in ALTO in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold ALTO as of Q2 2026.

  • Sagespring Wealth Partners held 25,000 shares of Alto Ingredients worth $143K as of Q2 2026.
  • Sagespring Wealth Partners left its Alto Ingredients share count unchanged in Q2 2026.
  • Alto Ingredients made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #835 holding.
  • Sagespring Wealth Partners first reported a position in Alto Ingredients in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.