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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

New Age Alpha Advisors's CG Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Carlyle Group (CG) stake by 2.2% in Q1 2026, selling an estimated $39.8K and leaving 32,010 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #346.

New Age Alpha Advisors first reported a position in CG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.93M in Q4 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • New Age Alpha Advisors held 32,010 shares of Carlyle Group worth $1.55M as of Q1 2026.
  • New Age Alpha Advisors sold 721 Carlyle Group shares in Q1 2026, an estimated $39.8K.
  • Carlyle Group made up 0.07% of New Age Alpha Advisors's portfolio in Q1 2026, its #346 holding.
  • New Age Alpha Advisors first reported a position in Carlyle Group in Q4 2025 and has held it in 2 quarters since.
  • New Age Alpha Advisors's Carlyle Group position peaked at $1.93M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.