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NewEdge Wealth’s NewMarket NEU Stock Holding History

NewEdge Wealth’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 		$2.91M Buy
3,684
+652
+22% +$470K 0.03% 360
2026
Q1 		$1.94M Buy
3,032
+1,064
+54% +$690K 0.02% 435
2025
Q4 		$1.35M Buy
1,968
+239
+14% +$182K 0.02% 555
2025
Q3 		$1.36M Buy
1,729
+441
+34% +$340K 0.02% 488
2025
Q2 		$932K Buy
1,288
+144
+13% +$89.3K 0.01% 547
2025
Q1 		$648K Buy
1,144
+133
+13% +$70.1K 0.01% 571
2024
Q4 		$534K Buy
+1,011
New +$542K 0.01% 622

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

NewEdge Wealth's NEU Position: Q2 2026 in Review

NewEdge Wealth increased its NewMarket (NEU) stake by 22% in Q2 2026, buying an estimated $470K and bringing the position to 3,684 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #360.

NewEdge Wealth first reported a position in NEU in Q4 2024 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • NewEdge Wealth held 3,684 shares of NewMarket worth $2.91M as of Q2 2026.
  • NewEdge Wealth bought 652 NewMarket shares in Q2 2026, an estimated $470K.
  • NewMarket made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #360 holding.
  • NewEdge Wealth first reported a position in NewMarket in Q4 2024 and has held it in 7 quarters since.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.