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Summit Securities Group’s Alta Equipment Group ALTG Stock Holding History

Summit Securities Group’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
-5,000
Closed -$23.4K – 1066
2025
Q1 		$23.4K Buy
+5,000
New +$31.2K ﹤0.01% 444

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Summit Securities Group's ALTG Position: Q3 2025 in Review

Summit Securities Group sold out of Alta Equipment Group (ALTG) in Q3 2025, closing a stake of 3,100 shares — an estimated $19.6K sold.

Summit Securities Group first reported a position in ALTG in Q1 2024 and held it in 4 quarters. The position peaked at $19.6K in Q2 2025. 132 funds tracked by Wall St. Rank hold ALTG as of Q3 2025.

  • Summit Securities Group reported no remaining Alta Equipment Group position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,100 Alta Equipment Group shares in Q3 2025, an estimated $19.6K.
  • Summit Securities Group first reported a position in Alta Equipment Group in Q1 2024 and held it in 4 quarters.
  • Summit Securities Group's Alta Equipment Group position peaked at $19.6K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.