Concurrent Investment Advisors’s NewMarket NEU Stock Holding History

Concurrent Investment Advisors’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	$381K	Buy	+424	New	+$366K	﹤0.01%	1734

Other funds holding NEU

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's NEU Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in NewMarket (NEU) in Q3 2026: 424 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings.

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

Concurrent Investment Advisors held 424 shares of NewMarket worth $381K as of Q3 2026.
NewMarket was a new Concurrent Investment Advisors position in Q3 2026.
NewMarket made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1734 holding.
34 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.