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MJT & Associates Financial Advisory’s NewMarket NEU Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-4
Closed -$2.56K – 483
2026
Q1 		$2.56K Hold
4
– – ﹤0.01% 353
2025
Q4 		$2.75K Sell
4
-3
-43% -$2.29K ﹤0.01% 362
2025
Q3 		$5.8K Buy
+7
New +$5.39K ﹤0.01% 271

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
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
BA
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

MJT & Associates Financial Advisory's NEU Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of NewMarket (NEU) in Q2 2026, closing a stake of 4 shares — an estimated $2.56K sold.

MJT & Associates Financial Advisory first reported a position in NEU in Q3 2025 and held it in 3 quarters. The position peaked at $5.8K in Q3 2025. 39 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • MJT & Associates Financial Advisory reported no remaining NewMarket position as of Q2 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 4 NewMarket shares in Q2 2026, an estimated $2.56K.
  • MJT & Associates Financial Advisory first reported a position in NewMarket in Q3 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's NewMarket position peaked at $5.8K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.