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Perigon Wealth Management’s NewMarket NEU Stock Holding History

Perigon 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
Q2 		$251K Buy
+317
New +$228K ﹤0.01% 1231
2025
Q4 		– Sell
-379
Closed -$314K – 1351
2025
Q3 		$314K Buy
+379
New +$292K 0.01% 933

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

Perigon Wealth Management's NEU Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in NewMarket (NEU) in Q2 2026: 317 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in NEU as recently as Q3 2025.

Perigon Wealth Management first reported a position in NEU in Q3 2025 and has held it in 2 quarters since. The position peaked at $314K in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Perigon Wealth Management held 317 shares of NewMarket worth $251K as of Q2 2026.
  • NewMarket was a new Perigon Wealth Management position in Q2 2026.
  • NewMarket made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1231 holding.
  • Perigon Wealth Management first reported a position in NewMarket in Q3 2025 and has held it in 2 quarters since.
  • Perigon Wealth Management's NewMarket position peaked at $314K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.