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Root Financial Partners’s NewMarket NEU Stock Holding History

Root Financial Partners’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 		– Sell
-45
Closed -$28.8K – 2171
2026
Q1 		$28.8K Buy
45
+4
+10% +$2.59K ﹤0.01% 1140
2025
Q4 		$28.2K Buy
41
+5
+14% +$3.82K ﹤0.01% 985
2025
Q3 		$29.8K Buy
+36
New +$27.7K ﹤0.01% 898

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's NEU Position: Q2 2026 in Review

Root Financial Partners sold out of NewMarket (NEU) in Q2 2026, closing a stake of 45 shares — an estimated $28.8K sold.

Root Financial Partners first reported a position in NEU in Q3 2025 and held it in 3 quarters. The position peaked at $29.8K in Q3 2025. 101 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Root Financial Partners reported no remaining NewMarket position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 NewMarket shares in Q2 2026, an estimated $28.8K.
  • Root Financial Partners first reported a position in NewMarket in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NewMarket position peaked at $29.8K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.