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

UBS 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
2026
Q2 		$266K Buy
41,135
+19,871
+93% +$133K ﹤0.01% 6632
2026
Q1 		$114K Sell
21,264
-13,216
-38% -$83.9K ﹤0.01% 6941
2025
Q4 		$159K Sell
34,480
-17,915
-34% -$98.4K ﹤0.01% 6687
2025
Q3 		$379K Sell
52,395
-118,232
-69% -$919K ﹤0.01% 6286
2025
Q2 		$1.08M Sell
170,627
-16,110
-9% -$81.5K ﹤0.01% 5392
2025
Q1 		$876K Buy
186,737
+30,323
+19% +$189K ﹤0.01% 5398
2024
Q4 		$1.02M Buy
156,414
+133,284
+576% +$929K ﹤0.01% 5282
2024
Q3 		$156K Buy
23,130
+12,489
+117% +$96K ﹤0.01% 6049
2024
Q2 		$85.6K Sell
10,641
-46,811
-81% -$474K ﹤0.01% 6301
2024
Q1 		$744K Buy
57,452
+17,949
+45% +$206K ﹤0.01% 4856
2023
Q4 		$489K Buy
39,503
+13,010
+49% +$140K ﹤0.01% 5132
2023
Q3 		$320K Buy
26,493
+13,354
+102% +$200K ﹤0.01% 5002
2023
Q2 		$228K Buy
13,139
+4,620
+54% +$68.2K ﹤0.01% 5395
2023
Q1 		$135K Sell
8,519
-75
-0.9% -$1.26K ﹤0.01% 5678
2022
Q4 		$113K Buy
+8,594
New +$103K ﹤0.01% 5986
2022
Q3 		– Sell
-173
Closed -$2K – 10286
2022
Q2 		$2K Sell
173
-6,751
-98% -$74K ﹤0.01% 9503
2022
Q1 		$86K Buy
6,924
+71
+1% +$935 ﹤0.01% 6025
2021
Q4 		$101K Buy
6,853
+6,468
+1,680% +$95K ﹤0.01% 6311
2021
Q3 		$5K Buy
385
+136
+55% +$1.78K ﹤0.01% 8509
2021
Q2 		$3K Sell
249
-2,597
-91% -$35.5K ﹤0.01% 8773
2021
Q1 		$37K Sell
2,846
-128
-4% -$1.4K ﹤0.01% 6820
2020
Q4 		$29K Buy
2,974
+1,160
+64% +$10K ﹤0.01% 6652
2020
Q3 		$14K Sell
1,814
-4,778
-72% -$37.9K ﹤0.01% 6568
2020
Q2 		$51K Buy
+6,592
New +$40.8K ﹤0.01% 5833

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 Group's ALTG Position: Q2 2026 in Review

UBS Group increased its Alta Equipment Group (ALTG) stake by 93% in Q2 2026, buying an estimated $133K and bringing the position to 41,135 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #6632.

UBS Group first reported a position in ALTG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q2 2025. 133 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • UBS Group held 41,135 shares of Alta Equipment Group worth $266K as of Q2 2026.
  • UBS Group bought 19,871 Alta Equipment Group shares in Q2 2026, an estimated $133K.
  • Alta Equipment Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6632 holding.
  • UBS Group first reported a position in Alta Equipment Group in Q2 2020 and has held it in 24 quarters since.
  • UBS Group's Alta Equipment Group position peaked at $1.08M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

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