Perigon Wealth Management
NEU icon

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
Q3 		$287K Buy
320
+3
+0.9% +$2.59K ﹤0.01% 1171
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Perigon Wealth Management increased its NewMarket (NEU) stake by 0.95% in Q3 2026, buying an estimated $2.59K and bringing the position to 320 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Perigon Wealth Management first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q3 2025. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Perigon Wealth Management held 320 shares of NewMarket worth $287K as of Q3 2026.
  • Perigon Wealth Management bought 3 NewMarket shares in Q3 2026, an estimated $2.59K.
  • NewMarket made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1171 holding.
  • Perigon Wealth Management first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's NewMarket position peaked at $314K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.