Activest Wealth Management
NEU icon

Activest Wealth Management’s NewMarket NEU Stock Holding History

Activest Wealth Management’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 		$8.98K Hold
10
– – ﹤0.01% 602
2026
Q2 		$7.91K Buy
+10
New +$7.21K ﹤0.01% 628
2026
Q1 		– Sell
-11
Closed -$7.13K – 1299
2025
Q4 		$7.56K Buy
+11
New +$8.4K ﹤0.01% 714

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Activest Wealth Management's NEU Position: Q3 2026 in Review

Activest Wealth Management held its NewMarket (NEU) position steady in Q3 2026 at 10 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Activest Wealth Management first reported a position in NEU in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Activest Wealth Management held 10 shares of NewMarket worth $8.98K as of Q3 2026.
  • Activest Wealth Management left its NewMarket share count unchanged in Q3 2026.
  • NewMarket made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #602 holding.
  • Activest Wealth Management first reported a position in NewMarket in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.