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Prestige Wealth Management Group’s NewMarket NEU Stock Holding History

Prestige Wealth Management Group’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 		$795 Hold
1
– – ﹤0.01% 955
2026
Q1 		$641 Buy
+1
New +$648 ﹤0.01% 932
2019
Q1 		– Sell
-3
Closed -$1K – 907
2018
Q4 		$1K Buy
+3
New +$1.19K ﹤0.01% 1078

Other funds holding NEU

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prestige Wealth Management Group's NEU Position: Q2 2026 in Review

Prestige Wealth Management Group held its NewMarket (NEU) position steady in Q2 2026 at 1 share worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Prestige Wealth Management Group first reported a position in NEU in Q4 2018 and has held it in 3 quarters since. The position peaked at $1K in Q4 2018. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Prestige Wealth Management Group held 1 share of NewMarket worth $795 as of Q2 2026.
  • Prestige Wealth Management Group left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #955 holding.
  • Prestige Wealth Management Group first reported a position in NewMarket in Q4 2018 and has held it in 3 quarters since.
  • Prestige Wealth Management Group's NewMarket position peaked at $1K in Q4 2018.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.