Atria Investments
NEU icon

Atria Investments’s NewMarket NEU Stock Holding History

Atria Investments’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 		$410K Sell
457
-15
-3% -$12.9K ﹤0.01% 1706
2026
Q2 		$373K Buy
472
+85
+22% +$61.3K ﹤0.01% 1698
2026
Q1 		$248K Sell
387
-4
-1% -$2.59K ﹤0.01% 1868
2025
Q4 		$269K Buy
391
+42
+12% +$32.1K ﹤0.01% 1800
2025
Q3 		$289K Sell
349
-252
-42% -$194K ﹤0.01% 1742
2025
Q2 		$415K Sell
601
-730
-55% -$453K ﹤0.01% 1520
2025
Q1 		$754K Buy
1,331
+29
+2% +$15.3K 0.01% 1125
2024
Q4 		$688K Buy
1,302
+20
+2% +$10.7K 0.01% 1161
2024
Q3 		$708K Sell
1,282
-90
-7% -$49.3K 0.01% 1153
2024
Q2 		$708K Buy
+1,372
New +$763K 0.01% 1123
2019
Q4 		– Sell
-446
Closed -$211K – 1223
2019
Q3 		$211K Buy
+446
New +$199K 0.01% 833
2017
Q1 		– Sell
-557
Closed -$236K – 702
2016
Q4 		$236K Buy
557
+81
+17% +$33.4K 0.02% 552
2016
Q3 		$204K Buy
+476
New +$203K 0.02% 507
2015
Q3 		– Sell
-502
Closed -$223K – 396
2015
Q2 		$223K Sell
502
-19
-4% -$8.74K 0.03% 358
2015
Q1 		$249K Sell
521
-66
-11% -$29.8K 0.03% 356
2014
Q4 		$237K Sell
587
-144
-20% -$55.5K 0.03% 373
2014
Q3 		$279K Sell
731
-27
-4% -$10.7K 0.03% 378
2014
Q2 		$297K Sell
758
-281
-27% -$108K 0.03% 340
2014
Q1 		$406K Sell
1,039
-800
-44% -$284K 0.04% 315
2013
Q4 		$615K Sell
1,839
-46
-2% -$14.5K 0.06% 254
2013
Q3 		$543K Sell
1,885
-114
-6% -$31.7K 0.06% 266
2013
Q2 		$525K Buy
+1,999
New +$540K 0.06% 173

Other funds holding NEU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments's NEU Position: Q3 2026 in Review

Atria Investments reduced its NewMarket (NEU) stake by 3.2% in Q3 2026, selling an estimated $12.9K and leaving 457 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Atria Investments first reported a position in NEU in Q2 2013 and has held it in 22 quarters since. The position peaked at $754K in Q1 2025. 34 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Atria Investments held 457 shares of NewMarket worth $410K as of Q3 2026.
  • Atria Investments sold 15 NewMarket shares in Q3 2026, an estimated $12.9K.
  • NewMarket made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1706 holding.
  • Atria Investments first reported a position in NewMarket in Q2 2013 and has held it in 22 quarters since.
  • Atria Investments's NewMarket position peaked at $754K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.