Wells Fargo
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Wells Fargo’s Alta Equipment Group ALTG Stock Holding History

Wells Fargo’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
Q1 		$39.5K Sell
7,365
-14,545
-66% -$92.4K ﹤0.01% 5538
2025
Q4 		$101K Buy
21,910
+6,861
+46% +$37.7K ﹤0.01% 5384
2025
Q3 		$109K Buy
15,049
+2,444
+19% +$19K ﹤0.01% 5274
2025
Q2 		$79.7K Sell
12,605
-211
-2% -$1.07K ﹤0.01% 5324
2025
Q1 		$60.1K Buy
12,816
+283
+2% +$1.77K ﹤0.01% 5336
2024
Q4 		$82K Buy
12,533
+4,272
+52% +$29.8K ﹤0.01% 5305
2024
Q3 		$55.7K Sell
8,261
-568
-6% -$4.37K ﹤0.01% 5304
2024
Q2 		$71K Buy
8,829
+1,683
+24% +$17K ﹤0.01% 5140
2024
Q1 		$92.5K Sell
7,146
-641,475
-99% -$7.37M ﹤0.01% 4936
2023
Q4 		$8.02M Sell
648,621
-11,641
-2% -$126K ﹤0.01% 1865
2023
Q3 		$7.96M Buy
660,262
+305,039
+86% +$4.56M ﹤0.01% 1748
2023
Q2 		$6.16M Buy
355,223
+351,207
+8,745% +$5.18M ﹤0.01% 1976
2023
Q1 		$63.7K Buy
4,016
+3,774
+1,560% +$63.3K ﹤0.01% 5042
2022
Q4 		$3.19K Sell
242
-141
-37% -$1.7K ﹤0.01% 5895
2022
Q3 		$5K Sell
383
-219
-36% -$2.52K ﹤0.01% 5887
2022
Q2 		$5K Sell
602
-3,664
-86% -$40.2K ﹤0.01% 5982
2022
Q1 		$53K Sell
4,266
-7,763
-65% -$102K ﹤0.01% 5622
2021
Q4 		$177K Buy
12,029
+11,605
+2,737% +$170K ﹤0.01% 5335
2021
Q3 		$5K Sell
424
-72
-15% -$944 ﹤0.01% 6357
2021
Q2 		$6K Sell
496
-5,893
-92% -$80.5K ﹤0.01% 6268
2021
Q1 		$83K Sell
6,389
-20,762
-76% -$226K ﹤0.01% 5566
2020
Q4 		$268K Buy
27,151
+3,194
+13% +$27.6K ﹤0.01% 4924
2020
Q3 		$188K Sell
23,957
-7,707
-24% -$61.2K ﹤0.01% 4987
2020
Q2 		$246K Buy
31,664
+9,932
+46% +$61.4K ﹤0.01% 4792
2020
Q1 		$92K Buy
21,732
+3,922
+22% +$33.6K ﹤0.01% 5102
2019
Q4 		$178K Buy
+17,810
New +$177K ﹤0.01% 5018

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo's ALTG Position: Q1 2026 in Review

Wells Fargo reduced its Alta Equipment Group (ALTG) stake by 66% in Q1 2026, selling an estimated $92.4K and leaving 7,365 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5538.

Wells Fargo first reported a position in ALTG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.02M in Q4 2023. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Wells Fargo held 7,365 shares of Alta Equipment Group worth $39.5K as of Q1 2026.
  • Wells Fargo sold 14,545 Alta Equipment Group shares in Q1 2026, an estimated $92.4K.
  • Alta Equipment Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5538 holding.
  • Wells Fargo first reported a position in Alta Equipment Group in Q4 2019 and has held it in 26 quarters since.
  • Wells Fargo's Alta Equipment Group position peaked at $8.02M in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.