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Marin Bay Wealth Advisors’s NewMarket NEU Stock Holding History

Marin Bay 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 		$249K Buy
314
+1
+0.3% +$721 0.13% 113
2026
Q1 		$201K Sell
313
-71
-18% -$46K 0.12% 122
2025
Q4 		$264K Buy
+384
New +$293K 0.15% 95

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

Marin Bay Wealth Advisors's NEU Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its NewMarket (NEU) stake by 0.32% in Q2 2026, buying an estimated $721 and bringing the position to 314 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #113.

Marin Bay Wealth Advisors first reported a position in NEU in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q4 2025. 423 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Marin Bay Wealth Advisors held 314 shares of NewMarket worth $249K as of Q2 2026.
  • Marin Bay Wealth Advisors bought 1 NewMarket share in Q2 2026, an estimated $721.
  • NewMarket made up 0.13% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Marin Bay Wealth Advisors first reported a position in NewMarket in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's NewMarket position peaked at $264K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.