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True Wealth Design’s Alta Equipment Group ALTG Stock Holding History

True Wealth Design’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
2026
Q2 		$790 Buy
122
+79
+184% +$530 ﹤0.01% 2067
2026
Q1 		$231 Buy
43
+26
+153% +$165 ﹤0.01% 2300
2025
Q4 		$79 Hold
17
– – ﹤0.01% 2374
2025
Q3 		$124 Hold
17
– – ﹤0.01% 2410
2025
Q2 		$108 Sell
17
-176
-91% -$891 ﹤0.01% 2221
2025
Q1 		$906 Sell
193
-107
-36% -$668 ﹤0.01% 1299
2024
Q4 		$1.96K Buy
300
+284
+1,775% +$1.98K ﹤0.01% 740
2024
Q3 		$108 Buy
+16
New +$123 ﹤0.01% 1223

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

True Wealth Design's ALTG Position: Q2 2026 in Review

True Wealth Design increased its Alta Equipment Group (ALTG) stake by 184% in Q2 2026, buying an estimated $530 and bringing the position to 122 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

True Wealth Design first reported a position in ALTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.96K in Q4 2024. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • True Wealth Design held 122 shares of Alta Equipment Group worth $790 as of Q2 2026.
  • True Wealth Design bought 79 Alta Equipment Group shares in Q2 2026, an estimated $530.
  • Alta Equipment Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2067 holding.
  • True Wealth Design first reported a position in Alta Equipment Group in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Alta Equipment Group position peaked at $1.96K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.