Klingman & Associates
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Klingman & Associates’s NewMarket NEU Stock Holding History

Klingman & Associates’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 		$233K Buy
260
+3
+1% +$2.59K 0.01% 379
2026
Q2 		$203K Buy
+257
New +$185K 0.01% 343
2025
Q4 		– Sell
-252
Closed -$209K – 334
2025
Q3 		$209K Buy
+252
New +$194K 0.01% 306

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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

Klingman & Associates's NEU Position: Q3 2026 in Review

Klingman & Associates increased its NewMarket (NEU) stake by 1.2% in Q3 2026, buying an estimated $2.59K and bringing the position to 260 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #379.

Klingman & Associates first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Klingman & Associates held 260 shares of NewMarket worth $233K as of Q3 2026.
  • Klingman & Associates bought 3 NewMarket shares in Q3 2026, an estimated $2.59K.
  • NewMarket made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #379 holding.
  • Klingman & Associates first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.