PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s NewMarket NEU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$15.8K	Buy	+20	New	+$14.4K	﹤0.01%	413

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NEU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in NewMarket (NEU) in Q2 2026: 20 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

192 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20 shares of NewMarket worth $15.8K as of Q2 2026.
NewMarket was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
NewMarket made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #413 holding.
192 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.