EverSource Wealth Advisors
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EverSource Wealth Advisors’s NewMarket NEU Stock Holding History

EverSource Wealth 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
Q2 		$192K Buy
243
+47
+24% +$33.9K 0.01% 1019
2026
Q1 		$126K Buy
196
+3
+2% +$1.94K ﹤0.01% 1293
2025
Q4 		$133K Sell
193
-26
-12% -$19.8K ﹤0.01% 1166
2025
Q3 		$181K Buy
219
+68
+45% +$52.4K 0.01% 960
2025
Q2 		$104K Buy
151
+71
+89% +$44K ﹤0.01% 1180
2025
Q1 		$45.3K Buy
80
+39
+95% +$20.6K ﹤0.01% 1281
2024
Q4 		$21.7K Buy
41
+22
+116% +$11.8K ﹤0.01% 1582
2024
Q3 		$10.5K Buy
19
+1
+6% +$548 ﹤0.01% 1836
2024
Q2 		$10.1K Buy
18
+1
+6% +$556 ﹤0.01% 1848
2024
Q1 		$8.97K Buy
17
+11
+183% +$6.59K ﹤0.01% 1748
2023
Q4 		$3.28K Buy
6
+2
+50% +$1.01K ﹤0.01% 2022
2023
Q3 		$1.82K Buy
4
+1
+33% +$451 ﹤0.01% 2033
2023
Q2 		$1.21K Buy
+3
New +$1.17K ﹤0.01% 2159
2022
Q2 		– Sell
-5
Closed -$2K – 1831
2022
Q1 		$2K Hold
5
– – ﹤0.01% 1551
2021
Q4 		$2K Buy
+5
New +$1.72K ﹤0.01% 1585

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's NEU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NewMarket (NEU) stake by 24% in Q2 2026, buying an estimated $33.9K and bringing the position to 243 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1019.

EverSource Wealth Advisors first reported a position in NEU in Q4 2021 and has held it in 15 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • EverSource Wealth Advisors held 243 shares of NewMarket worth $192K as of Q2 2026.
  • EverSource Wealth Advisors bought 47 NewMarket shares in Q2 2026, an estimated $33.9K.
  • NewMarket made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1019 holding.
  • EverSource Wealth Advisors first reported a position in NewMarket in Q4 2021 and has held it in 15 quarters since.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.