Level Wealth Management’s NewMarket NEU Stock Holding History

Level Wealth Management’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	$226K	Buy	+251	New	+$217K	0.09%	80

Other funds holding NEU

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Level Wealth Management's NEU Position: Q3 2026 in Review

Level Wealth Management opened a new position in NewMarket (NEU) in Q3 2026: 251 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

Level Wealth Management held 251 shares of NewMarket worth $226K as of Q3 2026.
NewMarket was a new Level Wealth Management position in Q3 2026.
NewMarket made up 0.09% of Level Wealth Management's portfolio in Q3 2026, its #80 holding.
77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.