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Innovative Asset Advisors Group’s NewMarket NEU Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-10
Closed -$6.44K – 753
2026
Q1 		$6.44K Buy
+10
New +$6.49K ﹤0.01% 723

Other funds holding NEU

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

Innovative Asset Advisors Group's NEU Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of NewMarket (NEU) in Q2 2026, closing a stake of 10 shares — an estimated $6.44K sold.

Innovative Asset Advisors Group first reported a position in NEU in Q1 2026 and held it in 1 quarter. The position peaked at $6.44K in Q1 2026. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining NewMarket position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 10 NewMarket shares in Q2 2026, an estimated $6.44K.
  • Innovative Asset Advisors Group first reported a position in NewMarket in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's NewMarket position peaked at $6.44K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.