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Wealth Preservation Advisors’s Alta Equipment Group ALTG Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-16
Closed -$86 – 122
2026
Q1 		$86 Buy
+16
New +$102 ﹤0.01% 944

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VC
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RA
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NCM
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Preservation Advisors's ALTG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Alta Equipment Group (ALTG) in Q2 2026, closing a stake of 16 shares — an estimated $86 sold.

Wealth Preservation Advisors first reported a position in ALTG in Q1 2026 and held it in 1 quarter. The position peaked at $86 in Q1 2026. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Alta Equipment Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 16 Alta Equipment Group shares in Q2 2026, an estimated $86.
  • Wealth Preservation Advisors first reported a position in Alta Equipment Group in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Alta Equipment Group position peaked at $86 in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.