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TrueNorth Wealth & Impact, LLC’s NewMarket NEU Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$249K Buy
+278
New +$240K 0.09% 150

Other funds holding NEU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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

TrueNorth Wealth & Impact, LLC's NEU Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in NewMarket (NEU) in Q3 2026: 278 shares worth $249K. The stake represents 0.09% of the portfolio and ranks #150 among its holdings.

382 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 278 shares of NewMarket worth $249K as of Q3 2026.
  • NewMarket was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • NewMarket made up 0.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #150 holding.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.