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 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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Associates's NEU Position: Q2 2026 in Review

Pinnacle Associates opened a new position in NewMarket (NEU) in Q2 2026: 267 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in NEU as recently as Q2 2025.

Pinnacle Associates first reported a position in NEU in Q2 2023 and has held it in 10 quarters since. The position peaked at $525K in Q2 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Pinnacle Associates held 267 shares of NewMarket worth $211K as of Q2 2026.
NewMarket was a new Pinnacle Associates position in Q2 2026.
NewMarket made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #916 holding.
Pinnacle Associates first reported a position in NewMarket in Q2 2023 and has held it in 10 quarters since.
Pinnacle Associates's NewMarket position peaked at $525K in Q2 2025.
424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.