IFP Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $232K | Sell |
258
-14
| -5% | -$12.1K | ﹤0.01% | 1444 |
|
|
2026
Q2 | $215K | Buy |
272
+78
| +40% | +$56.2K | ﹤0.01% | 1470 |
|
|
2026
Q1 | $124K | Sell |
194
-36
| -16% | -$23.3K | ﹤0.01% | 1686 |
|
|
2025
Q4 | $158K | Sell |
230
-157
| -41% | -$120K | ﹤0.01% | 1505 |
|
|
2025
Q3 | $321K | Buy |
387
+361
| +1,388% | +$278K | 0.01% | 1063 |
|
|
2025
Q2 | $19.6K | Sell |
26
-59
| -69% | -$36.6K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $49.7K | Sell |
85
-28
| -25% | -$14.8K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $61.2K | Buy |
113
+1
| +0.9% | +$536 | ﹤0.01% | 1725 |
|
|
2024
Q3 | $62K | Buy |
112
+68
| +155% | +$37.2K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $22.9K | Sell |
44
-1
| -2% | -$556 | ﹤0.01% | 2018 |
|
|
2024
Q1 | $28.8K | Buy |
45
+14
| +45% | +$8.39K | ﹤0.01% | 1811 |
|
|
2023
Q4 | $17K | Buy |
31
+18
| +138% | +$9.05K | ﹤0.01% | 1981 |
|
|
2023
Q3 | $5.92K | Hold |
13
| – | – | ﹤0.01% | 2448 |
|
|
2023
Q2 | $5.2K | Hold |
13
| – | – | ﹤0.01% | 2531 |
|
|
2023
Q1 | $4.97K | Sell |
13
-210
| -94% | -$72.8K | ﹤0.01% | 2566 |
|
|
2022
Q4 | $86K | Sell |
223
-937
| -81% | -$288K | ﹤0.01% | 1843 |
|
|
2022
Q3 | $453K | Buy |
1,160
+46
| +4% | +$13.8K | 0.01% | 977 |
|
|
2022
Q2 | $435K | Hold |
1,114
| – | – | 0.01% | 905 |
|
|
2022
Q1 | $435K | Buy |
1,114
+776
| +230% | +$254K | 0.01% | 905 |
|
|
2021
Q4 | $116K | Buy |
338
+9
| +3% | +$3.1K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $112K | Buy |
329
+25
| +8% | +$8.19K | ﹤0.01% | 1239 |
|
|
2021
Q2 | $99K | Buy |
304
+292
| +2,433% | +$102K | ﹤0.01% | 1248 |
|
|
2021
Q1 | $5K | Sell |
12
-225
| -95% | -$89.9K | ﹤0.01% | 2417 |
|
|
2020
Q4 | $95K | Sell |
237
-1
| -0.4% | -$372 | ﹤0.01% | 1157 |
|
|
2020
Q3 | $82K | Sell |
238
-4
| -2% | -$1.52K | ﹤0.01% | 1080 |
|
|
2020
Q2 | $97K | Sell |
242
-1
| -0.4% | -$412 | 0.01% | 938 |
|
|
2020
Q1 | $88K | Hold |
243
| – | – | 0.01% | 885 |
|
|
2019
Q4 | $117K | Sell |
243
-2
| -0.8% | -$962 | 0.01% | 870 |
|
|
2019
Q3 | $115K | Buy |
+245
| New | +$109K | 0.01% | 998 |
|
|
2019
Q1 | – | Sell |
-320
| Closed | -$130K | – | 3038 |
|
|
2018
Q4 | $130K | Sell |
320
-68
| -18% | -$26.9K | 0.01% | 1063 |
|
|
2018
Q3 | $157K | Sell |
388
-71
| -15% | -$28.4K | 0.01% | 1219 |
|
|
2018
Q2 | $186K | Sell |
459
-50
| -10% | -$19.6K | 0.01% | 1100 |
|
|
2018
Q1 | $202K | Hold |
509
| – | – | 0.01% | 987 |
|
|
2017
Q4 | $202K | Buy |
509
+4
| +0.8% | +$1.62K | 0.01% | 990 |
|
|
2017
Q3 | $215K | Sell |
505
-68
| -12% | -$29.7K | 0.01% | 1096 |
|
|
2017
Q2 | $264K | Buy |
573
+16
| +3% | +$7.38K | 0.01% | 976 |
|
|
2017
Q1 | $252K | Sell |
557
-10
| -2% | -$4.38K | 0.01% | 1006 |
|
|
2016
Q4 | $240K | Buy |
567
+14
| +3% | +$5.78K | 0.01% | 963 |
|
|
2016
Q3 | $237K | Sell |
553
-123
| -18% | -$52.4K | 0.01% | 921 |
|
|
2016
Q2 | $280K | Buy |
+676
| New | +$273K | 0.02% | 818 |
|
|
2016
Q1 | – | Sell |
-562
| Closed | -$214K | – | 3034 |
|
|
2015
Q4 | $214K | Buy |
+562
| New | +$218K | 0.01% | 809 |
|
Other funds holding NEU
IFP Advisors's NEU Position: Q3 2026 in Review
IFP Advisors reduced its NewMarket (NEU) stake by 5.1% in Q3 2026, selling an estimated $12.1K and leaving 258 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.
IFP Advisors first reported a position in NEU in Q4 2015 and has held it in 41 quarters since. The position peaked at $453K in Q3 2022. 116 funds tracked by Wall St. Rank hold NEU as of Q3 2026.
- IFP Advisors held 258 shares of NewMarket worth $232K as of Q3 2026.
- IFP Advisors sold 14 NewMarket shares in Q3 2026, an estimated $12.1K.
- NewMarket made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1444 holding.
- IFP Advisors first reported a position in NewMarket in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's NewMarket position peaked at $453K in Q3 2022.
- 116 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.