Essential Partners
NEU icon

Essential Partners’s NewMarket NEU Stock Holding History

Essential Partners’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 		$59.2K Sell
66
-2
-3% -$1.72K 0.03% 569
2026
Q2 		$53.8K Buy
68
+37
+119% +$26.7K 0.02% 588
2026
Q1 		$19.9K Sell
31
-61
-66% -$39.6K 0.01% 931
2025
Q4 		$63.2K Sell
92
-76
-45% -$58K 0.02% 555
2025
Q3 		$139K Buy
168
+144
+600% +$111K 0.05% 381
2025
Q2 		$16.6K Buy
+24
New +$14.9K 0.01% 725

Other funds holding NEU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Essential Partners's NEU Position: Q3 2026 in Review

Essential Partners reduced its NewMarket (NEU) stake by 2.9% in Q3 2026, selling an estimated $1.72K and leaving 66 shares worth $59.2K. The position accounts for 0.03% of the portfolio, ranked #569.

Essential Partners first reported a position in NEU in Q2 2025 and has held it in 6 quarters since. The position peaked at $139K in Q3 2025. 69 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Essential Partners held 66 shares of NewMarket worth $59.2K as of Q3 2026.
  • Essential Partners sold 2 NewMarket shares in Q3 2026, an estimated $1.72K.
  • NewMarket made up 0.03% of Essential Partners's portfolio in Q3 2026, its #569 holding.
  • Essential Partners first reported a position in NewMarket in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's NewMarket position peaked at $139K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.