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New Age Alpha Advisors’s Penske Automotive Group PAG Stock Holding History

New Age Alpha Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,827
Closed -$2.82M – 978
2026
Q1 		$2.82M Sell
18,827
-493
-3% -$78.1K 0.13% 231
2025
Q4 		$3.06M Buy
19,320
+1,157
+6% +$190K 0.13% 235
2025
Q3 		$3.16M Sell
18,163
-451
-2% -$80.4K 0.13% 212
2025
Q2 		$3.2M Sell
18,614
-1,006
-5% -$161K 0.14% 216
2025
Q1 		$2.82M Buy
19,620
+3,745
+24% +$600K 0.13% 242
2024
Q4 		$2.42M Buy
+15,875
New +$2.52M 0.1% 284

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

New Age Alpha Advisors sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 18,827 shares — an estimated $2.82M sold.

New Age Alpha Advisors first reported a position in PAG in Q4 2024 and held it in 6 quarters. The position peaked at $3.2M in Q2 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • New Age Alpha Advisors reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 18,827 Penske Automotive Group shares in Q2 2026, an estimated $2.82M.
  • New Age Alpha Advisors first reported a position in Penske Automotive Group in Q4 2024 and held it in 6 quarters.
  • New Age Alpha Advisors's Penske Automotive Group position peaked at $3.2M in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

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