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Planned Solutions’s NewMarket NEU Stock Holding History

Planned Solutions’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 		$247K Hold
275
– – 0.07% 128
2026
Q2 		$218K Buy
+275
New +$198K 0.06% 145
2025
Q4 		– Sell
-250
Closed -$207K – 143
2025
Q3 		$207K Buy
+250
New +$193K 0.07% 134

Other funds holding NEU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NFTC
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
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Planned Solutions's NEU Position: Q3 2026 in Review

Planned Solutions held its NewMarket (NEU) position steady in Q3 2026 at 275 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #128.

Planned Solutions first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Planned Solutions held 275 shares of NewMarket worth $247K as of Q3 2026.
  • Planned Solutions left its NewMarket share count unchanged in Q3 2026.
  • NewMarket made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #128 holding.
  • Planned Solutions first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.