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New Age Alpha Advisors’s Factset FDS Stock Holding History

New Age Alpha Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Sell
1,702
-4,444
-72% -$1.02M 0.02% 660
2026
Q1 		$1.33M Sell
6,146
-173
-3% -$40.4K 0.06% 365
2025
Q4 		$1.83M Buy
6,319
+3,559
+129% +$999K 0.08% 327
2025
Q3 		$791K Sell
2,760
-26
-0.9% -$9.93K 0.03% 445
2025
Q2 		$1.25M Sell
2,786
-1,949
-41% -$854K 0.05% 393
2025
Q1 		$2.15M Sell
4,735
-4,477
-49% -$2.04M 0.1% 301
2024
Q4 		$4.42M Buy
+9,212
New +$4.38M 0.18% 160

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

New Age Alpha Advisors reduced its Factset (FDS) stake by 72% in Q2 2026, selling an estimated $1.02M and leaving 1,702 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #660.

New Age Alpha Advisors first reported a position in FDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q4 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • New Age Alpha Advisors held 1,702 shares of Factset worth $392K as of Q2 2026.
  • New Age Alpha Advisors sold 4,444 Factset shares in Q2 2026, an estimated $1.02M.
  • Factset made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #660 holding.
  • New Age Alpha Advisors first reported a position in Factset in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Factset position peaked at $4.42M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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