Private Advisor Group
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Private Advisor Group’s NewMarket NEU Stock Holding History

Private Advisor 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
Q3 		$264K Buy
+294
New +$254K ﹤0.01% 2683
2020
Q3 		– Sell
-195
Closed -$78K – 2763
2020
Q2 		$78K Buy
+195
New +$80.4K ﹤0.01% 1858
2019
Q3 		– Sell
-886
Closed -$356K – 1744
2019
Q2 		$356K Buy
886
+410
+86% +$170K 0.01% 1200
2019
Q1 		$206K Buy
+476
New +$201K ﹤0.01% 1391

Other funds holding NEU

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Private Advisor Group's NEU Position: Q3 2026 in Review

Private Advisor Group opened a new position in NewMarket (NEU) in Q3 2026: 294 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #2683 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in NEU as recently as Q2 2020.

Private Advisor Group first reported a position in NEU in Q1 2019 and has held it in 4 quarters since. The position peaked at $356K in Q2 2019. 265 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Private Advisor Group held 294 shares of NewMarket worth $264K as of Q3 2026.
  • NewMarket was a new Private Advisor Group position in Q3 2026.
  • NewMarket made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2683 holding.
  • Private Advisor Group first reported a position in NewMarket in Q1 2019 and has held it in 4 quarters since.
  • Private Advisor Group's NewMarket position peaked at $356K in Q2 2019.
  • 265 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.