NAAA
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New Age Alpha Advisors’s Carlyle Group CG Stock Holding History

New Age Alpha Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
27,631
-4,379
-14% -$206K 0.05% 422
2026
Q1 		$1.55M Sell
32,010
-721
-2% -$39.8K 0.07% 346
2025
Q4 		$1.93M Buy
+32,731
New +$1.86M 0.08% 321

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

New Age Alpha Advisors's CG Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Carlyle Group (CG) stake by 14% in Q2 2026, selling an estimated $206K and leaving 27,631 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #422.

New Age Alpha Advisors first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • New Age Alpha Advisors held 27,631 shares of Carlyle Group worth $1.16M as of Q2 2026.
  • New Age Alpha Advisors sold 4,379 Carlyle Group shares in Q2 2026, an estimated $206K.
  • Carlyle Group made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #422 holding.
  • New Age Alpha Advisors first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • New Age Alpha Advisors's Carlyle Group position peaked at $1.93M in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.