Evermay Wealth Management’s NewMarket NEU Stock Holding History

Evermay 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	$23K	Hold	29	–	–	﹤0.01%	431
2026 Q1	$18.7K	Hold	29	–	–	﹤0.01%	399
2025 Q4	$20K	Hold	29	–	–	﹤0.01%	388
2025 Q3	$24.1K	Hold	29	–	–	﹤0.01%	376
2025 Q2	$20.1K	Hold	29	–	–	﹤0.01%	390
2025 Q1	$16.5K	Hold	29	–	–	﹤0.01%	403
2024 Q4	$15.4K	Hold	29	–	–	﹤0.01%	399
2024 Q3	$16.1K	Hold	29	–	–	﹤0.01%	409
2024 Q2	$15K	Hold	29	–	–	﹤0.01%	419
2024 Q1	$18.5K	Hold	29	–	–	﹤0.01%	420
2023 Q4	$15.9K	Buy	+29	New	+$14.6K	﹤0.01%	405
2023 Q3	–	Sell	-29	Closed	-$11.7K	–	573
2023 Q2	$11.7K	Hold	29	–	–	﹤0.01%	411
2023 Q1	$10.6K	Hold	29	–	–	﹤0.01%	414
2022 Q4	$9.08K	Hold	29	–	–	﹤0.01%	427
2022 Q3	$9K	Buy	+29	New	+$8.7K	﹤0.01%	407

Other funds holding NEU

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

NFTC

North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

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

Evermay Wealth Management held its NewMarket (NEU) position steady in Q2 2026 at 29 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Evermay Wealth Management first reported a position in NEU in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.1K in Q3 2025. 85 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Evermay Wealth Management held 29 shares of NewMarket worth $23K as of Q2 2026.
Evermay Wealth Management left its NewMarket share count unchanged in Q2 2026.
NewMarket made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #431 holding.
Evermay Wealth Management first reported a position in NewMarket in Q3 2022 and has held it in 15 quarters since.
Evermay Wealth Management's NewMarket position peaked at $24.1K in Q3 2025.
85 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.