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Fortune Financial Advisors’s NewMarket NEU Stock Holding History

Fortune Financial 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 		$264K Hold
334
– – 0.11% 142
2026
Q1 		$214K Hold
334
– – 0.11% 146
2025
Q4 		$229K Hold
334
– – 0.15% 91
2025
Q3 		$277K Hold
334
– – 0.21% 83
2025
Q2 		$231K Buy
+334
New +$207K 0.19% 88
2024
Q2 		– Sell
-336
Closed -$213K – 128
2024
Q1 		$213K Buy
+336
New +$201K 0.13% 125

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AB
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortune Financial Advisors's NEU Position: Q2 2026 in Review

Fortune Financial Advisors held its NewMarket (NEU) position steady in Q2 2026 at 334 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #142.

Fortune Financial Advisors first reported a position in NEU in Q1 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 114 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Fortune Financial Advisors held 334 shares of NewMarket worth $264K as of Q2 2026.
  • Fortune Financial Advisors left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up 0.11% of Fortune Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Fortune Financial Advisors first reported a position in NewMarket in Q1 2024 and has held it in 6 quarters since.
  • Fortune Financial Advisors's NewMarket position peaked at $277K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.