Root Financial Partners
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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
Q3 		$79.9K Buy
+89
New +$76.8K ﹤0.01% 858
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

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DekaBank Deutsche Girozentrale
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New York State Teachers Retirement System (NYSTRS)
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AssetMark Inc
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Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Amalgamated Bank
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North Forty Two & Co
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Wealth Enhancement Advisory Services
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Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Root Financial Partners's NEU Position: Q3 2026 in Review

Root Financial Partners opened a new position in NewMarket (NEU) in Q3 2026: 89 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NEU as recently as Q1 2026.

Root Financial Partners first reported a position in NEU in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Root Financial Partners held 89 shares of NewMarket worth $79.9K as of Q3 2026.
  • NewMarket was a new Root Financial Partners position in Q3 2026.
  • NewMarket made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #858 holding.
  • Root Financial Partners first reported a position in NewMarket in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.