USA Financial Formulas’s Alto Ingredients ALTO Stock Holding History

USA Financial Formulas’s Portfolio ALTO Stock Details ALTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.3K	Buy	+6,194	New	+$31.6K	0.01%	313
2021 Q1	–	Sell	-17,903	Closed	-$97K	–	329
2020 Q4	$97K	Buy	+17,903	New	+$124K	0.08%	147
2017 Q1	–	Sell	-27,941	Closed	-$265K	–	242
2016 Q4	$265K	Buy	+27,941	New	+$224K	0.07%	207
2015 Q1	–	Sell	-35,316	Closed	-$365K	–	182
2014 Q4	$365K	Buy	+35,316	New	+$431K	0.13%	163

Other funds holding ALTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

USA Financial Formulas's ALTO Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Alto Ingredients (ALTO) in Q2 2026: 6,194 shares worth $35.3K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in ALTO as recently as Q4 2020.

USA Financial Formulas first reported a position in ALTO in Q4 2014 and has held it in 4 quarters since. The position peaked at $365K in Q4 2014. 133 funds tracked by Wall St. Rank hold ALTO as of Q2 2026.

USA Financial Formulas held 6,194 shares of Alto Ingredients worth $35.3K as of Q2 2026.
Alto Ingredients was a new USA Financial Formulas position in Q2 2026.
Alto Ingredients made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #313 holding.
USA Financial Formulas first reported a position in Alto Ingredients in Q4 2014 and has held it in 4 quarters since.
USA Financial Formulas's Alto Ingredients position peaked at $365K in Q4 2014.
133 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.