Superior Planning, LLC’s NewMarket NEU Stock Holding History

Superior Planning, LLC’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.1K	Buy	+67	New	+$57.8K	0.03%	330

Other funds holding NEU

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Superior Planning, LLC's NEU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NewMarket (NEU) in Q3 2026: 67 shares worth $60.1K. The stake represents 0.03% of the portfolio and ranks #330 among its holdings.

307 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

Superior Planning, LLC held 67 shares of NewMarket worth $60.1K as of Q3 2026.
NewMarket was a new Superior Planning, LLC position in Q3 2026.
NewMarket made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #330 holding.
307 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.