UBS AM
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UBS AM’s Alta Equipment Group ALTG Stock Holding History

UBS AM’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 		$1.05K Hold
162
– – ﹤0.01% 3611
2026
Q1 		$870 Buy
+162
New +$1.03K ﹤0.01% 3692
2024
Q3 		– Sell
-16,802
Closed -$135K – 2801
2024
Q2 		$135K Buy
+16,802
New +$170K ﹤0.01% 2768

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

UBS AM's ALTG Position: Q2 2026 in Review

UBS AM held its Alta Equipment Group (ALTG) position steady in Q2 2026 at 162 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3611.

UBS AM first reported a position in ALTG in Q2 2024 and has held it in 3 quarters since. The position peaked at $135K in Q2 2024. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • UBS AM held 162 shares of Alta Equipment Group worth $1.05K as of Q2 2026.
  • UBS AM left its Alta Equipment Group share count unchanged in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3611 holding.
  • UBS AM first reported a position in Alta Equipment Group in Q2 2024 and has held it in 3 quarters since.
  • UBS AM's Alta Equipment Group position peaked at $135K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.