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Strategic Wealth Partners’s NewMarket NEU Stock Holding History

Strategic Wealth 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 		$444K Hold
561
– – 0.03% 211
2026
Q1 		$360K Hold
561
– – 0.02% 231
2025
Q4 		$386K Buy
+561
New +$428K 0.03% 230

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

Strategic Wealth Partners's NEU Position: Q2 2026 in Review

Strategic Wealth Partners held its NewMarket (NEU) position steady in Q2 2026 at 561 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #211.

Strategic Wealth Partners first reported a position in NEU in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Strategic Wealth Partners held 561 shares of NewMarket worth $444K as of Q2 2026.
  • Strategic Wealth Partners left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Strategic Wealth Partners first reported a position in NewMarket in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.