Dogwood Wealth Management’s NewMarket NEU Stock Holding History

Dogwood 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 Q2	$11.1K	Buy	14 +3	+27%	+$2.16K	﹤0.01%	366
2026 Q1	$7.05K	Buy	11 +5	+83%	+$3.24K	﹤0.01%	402
2025 Q4	$4.14K	Hold	6	–	–	﹤0.01%	455
2025 Q3	$4.99K	Buy	6 +2	+50%	+$1.54K	﹤0.01%	399
2025 Q2	$2.94K	Buy	+4	New	+$2.48K	﹤0.01%	522

Other funds holding NEU

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Dogwood Wealth Management's NEU Position: Q2 2026 in Review

Dogwood Wealth Management increased its NewMarket (NEU) stake by 27% in Q2 2026, buying an estimated $2.16K and bringing the position to 14 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Dogwood Wealth Management first reported a position in NEU in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Dogwood Wealth Management held 14 shares of NewMarket worth $11.1K as of Q2 2026.
Dogwood Wealth Management bought 3 NewMarket shares in Q2 2026, an estimated $2.16K.
NewMarket made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #366 holding.
Dogwood Wealth Management first reported a position in NewMarket in Q2 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.