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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Planned Solutions's NEU Position: Q2 2026 in Review

Planned Solutions opened a new position in NewMarket (NEU) in Q2 2026: 275 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings. This is a return to the name: Planned Solutions previously reported a position in NEU as recently as Q3 2025.

Planned Solutions first reported a position in NEU in Q3 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Planned Solutions held 275 shares of NewMarket worth $218K as of Q2 2026.
  • NewMarket was a new Planned Solutions position in Q2 2026.
  • NewMarket made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #145 holding.
  • Planned Solutions first reported a position in NewMarket in Q3 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.