Pinnacle Associates’s NewMarket NEU Stock Holding History

Pinnacle Associates’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	$241K	Buy	268 +1	+0.4%	+$863	﹤0.01%	865
2026 Q2	$211K	Buy	+267	New	+$192K	﹤0.01%	916
2025 Q3	–	Sell	-760	Closed	-$525K	–	871
2025 Q2	$525K	Hold	760	–	–	0.01%	621
2025 Q1	$431K	Hold	760	–	–	0.01%	643
2024 Q4	$402K	Sell	760 -25	-3%	-$13.4K	0.01%	650
2024 Q3	$428K	Hold	785	–	–	0.01%	598
2024 Q2	$405K	Hold	785	–	–	0.01%	628
2024 Q1	$498K	Hold	785	–	–	0.01%	587
2023 Q4	$428K	Hold	785	–	–	0.01%	606
2023 Q3	$357K	Hold	785	–	–	0.01%	624
2023 Q2	$316K	Buy	+785	New	+$306K	0.01%	664

Other funds holding NEU

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates's NEU Position: Q3 2026 in Review

Pinnacle Associates increased its NewMarket (NEU) stake by 0.37% in Q3 2026, buying an estimated $863 and bringing the position to 268 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Pinnacle Associates first reported a position in NEU in Q2 2023 and has held it in 11 quarters since. The position peaked at $525K in Q2 2025. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

Pinnacle Associates held 268 shares of NewMarket worth $241K as of Q3 2026.
Pinnacle Associates bought 1 NewMarket share in Q3 2026, an estimated $863.
NewMarket made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #865 holding.
Pinnacle Associates first reported a position in NewMarket in Q2 2023 and has held it in 11 quarters since.
Pinnacle Associates's NewMarket position peaked at $525K in Q2 2025.
77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.