HB Wealth Management
NEU icon

HB Wealth Management’s NewMarket NEU Stock Holding History

HB 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
Q3 		$30.1M Buy
33,592
+3,323
+11% +$2.87M 0.15% 80
2026
Q2 		$24M Buy
30,269
+323
+1% +$233K 0.13% 91
2026
Q1 		$19.2M Buy
29,946
+82
+0.3% +$53.2K 0.12% 94
2025
Q4 		$20.5M Sell
29,864
-84
-0.3% -$64.1K 0.13% 88
2025
Q3 		$24.8M Buy
29,948
+25,919
+643% +$20M 0.17% 73
2025
Q2 		$2.78M Sell
4,029
-26,306
-87% -$16.3M 0.02% 313
2025
Q1 		$17.2M Sell
30,335
-4,199
-12% -$2.21M 0.14% 83
2024
Q4 		$18.2M Sell
34,534
-13
-0% -$6.96K 0.19% 58
2024
Q3 		$19.1M Sell
34,547
-4,957
-13% -$2.71M 0.2% 53
2024
Q2 		$20.4M Buy
39,504
+8,496
+27% +$4.72M 0.24% 50
2024
Q1 		$19.7M Buy
31,008
+8,667
+39% +$5.19M 0.25% 46
2023
Q4 		$12.2M Hold
22,341
– – 0.18% 68
2023
Q3 		$10.2M Buy
22,341
+2,701
+14% +$1.22M 0.16% 68
2023
Q2 		$7.9M Buy
19,640
+7,457
+61% +$2.91M 0.13% 87
2023
Q1 		$4.45M Sell
12,183
-1,598
-12% -$554K 0.08% 131
2022
Q4 		$4.29M Buy
13,781
+6,637
+93% +$2.04M 0.08% 123
2022
Q3 		$2.15M Sell
7,144
-5
-0.1% -$1.5K 0.05% 169
2022
Q2 		$2.15M Sell
7,149
-2
-0% -$646 0.04% 165
2022
Q1 		$2.32M Buy
+7,151
New +$2.34M 0.04% 166

Other funds holding NEU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 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
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 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

HB Wealth Management's NEU Position: Q3 2026 in Review

HB Wealth Management increased its NewMarket (NEU) stake by 11% in Q3 2026, buying an estimated $2.87M and bringing the position to 33,592 shares worth $30.1M. The position accounts for 0.15% of the portfolio, ranked #80.

HB Wealth Management first reported a position in NEU in Q1 2022 and has held it in 19 quarters since. 106 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • HB Wealth Management held 33,592 shares of NewMarket worth $30.1M as of Q3 2026.
  • HB Wealth Management bought 3,323 NewMarket shares in Q3 2026, an estimated $2.87M.
  • NewMarket made up 0.15% of HB Wealth Management's portfolio in Q3 2026, its #80 holding.
  • HB Wealth Management first reported a position in NewMarket in Q1 2022 and has held it in 19 quarters since.
  • 106 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.