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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 $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's ALTG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Alta Equipment Group (ALTG) in Q2 2026: 155 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ALTG as recently as Q2 2025.

Summit Securities Group first reported a position in ALTG in Q1 2024 and has held it in 5 quarters since. The position peaked at $19.6K in Q2 2025. 133 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Summit Securities Group held 155 shares of Alta Equipment Group worth $1K as of Q2 2026.
  • Alta Equipment Group was a new Summit Securities Group position in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1110 holding.
  • Summit Securities Group first reported a position in Alta Equipment Group in Q1 2024 and has held it in 5 quarters since.
  • Summit Securities Group's Alta Equipment Group position peaked at $19.6K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.