JFS Wealth Advisors’s NewMarket NEU Stock Holding History

JFS Wealth 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	$10.3K	Buy	13 +1	+8%	+$721	﹤0.01%	994
2026 Q1	$7.7K	Sell	12 -1	-8%	-$648	﹤0.01%	1044
2025 Q4	$8.94K	Buy	13 +3	+30%	+$2.29K	﹤0.01%	1018
2025 Q3	$8.28K	Buy	10 +1	+11%	+$770	﹤0.01%	953
2025 Q2	$6.22K	Hold	9	–	–	﹤0.01%	1010
2025 Q1	$5.1K	Hold	9	–	–	﹤0.01%	1118
2024 Q4	$4.76K	Hold	9	–	–	﹤0.01%	1145
2024 Q3	$4.97K	Hold	9	–	–	﹤0.01%	1122
2024 Q2	$4.64K	Hold	9	–	–	﹤0.01%	1094
2024 Q1	$5.71K	Sell	9 -1	-10%	-$599	﹤0.01%	1053
2023 Q4	$5.46K	Buy	10 +1	+11%	+$503	﹤0.01%	1020
2023 Q3	$4.1K	Hold	9	–	–	﹤0.01%	1075
2023 Q2	$3.62K	Hold	9	–	–	﹤0.01%	1154
2023 Q1	$3.29K	Buy	9 +3	+50%	+$1.04K	﹤0.01%	1164
2022 Q4	$1.87K	Buy	6 +2	+50%	+$615	﹤0.01%	1398
2022 Q3	$1K	Sell	4 -2	-33%	-$600	﹤0.01%	1602
2022 Q2	$2K	Sell	6 -1	-14%	-$323	﹤0.01%	1353
2022 Q1	$2K	Buy	7 +4	+133%	+$1.31K	﹤0.01%	1455
2021 Q4	$1K	Buy	+3	New	+$1.03K	﹤0.01%	1472

Other funds holding NEU

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JFS Wealth Advisors's NEU Position: Q2 2026 in Review

JFS Wealth Advisors increased its NewMarket (NEU) stake by 8.3% in Q2 2026, buying an estimated $721 and bringing the position to 13 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

JFS Wealth Advisors first reported a position in NEU in Q4 2021 and has held it in 19 quarters since. 38 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

JFS Wealth Advisors held 13 shares of NewMarket worth $10.3K as of Q2 2026.
JFS Wealth Advisors bought 1 NewMarket share in Q2 2026, an estimated $721.
NewMarket made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #994 holding.
JFS Wealth Advisors first reported a position in NewMarket in Q4 2021 and has held it in 19 quarters since.
38 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.