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Stephens Consulting’s Alta Equipment Group ALTG Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-80
Closed -$376 – 1224
2025
Q1 		$376 Buy
+80
New +$499 ﹤0.01% 1156

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GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
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CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's ALTG Position: Q2 2025 in Review

Stephens Consulting sold out of Alta Equipment Group (ALTG) in Q2 2025, closing a stake of 80 shares — an estimated $376 sold.

Stephens Consulting first reported a position in ALTG in Q1 2025 and held it in 1 quarter. The position peaked at $376 in Q1 2025. 101 funds tracked by Wall St. Rank hold ALTG as of Q2 2025.

  • Stephens Consulting reported no remaining Alta Equipment Group position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 80 Alta Equipment Group shares in Q2 2025, an estimated $376.
  • Stephens Consulting first reported a position in Alta Equipment Group in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Alta Equipment Group position peaked at $376 in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.