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Integrated Wealth Concepts’s NewMarket NEU Stock Holding History

Integrated Wealth Concepts’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 		$471K Buy
+595
New +$429K ﹤0.01% 1684

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's NEU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NewMarket (NEU) in Q2 2026: 595 shares worth $471K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings.

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

  • Integrated Wealth Concepts held 595 shares of NewMarket worth $471K as of Q2 2026.
  • NewMarket was a new Integrated Wealth Concepts position in Q2 2026.
  • NewMarket made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1684 holding.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.