True Wealth Design’s NewMarket NEU Stock Holding History

True Wealth Design’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	$32.4K	Buy	41 +24	+141%	+$17.3K	0.01%	645
2026 Q1	$10.9K	Sell	17 -3	-15%	-$1.95K	﹤0.01%	947
2025 Q4	$13.7K	Sell	20 -1	-5%	-$763	﹤0.01%	742
2025 Q3	$17.4K	Buy	21 +19	+950%	+$14.6K	0.01%	660
2025 Q2	$1.38K	Buy	2 +1	+100%	+$620	﹤0.01%	1334
2025 Q1	$567	Buy	+1	New	+$527	﹤0.01%	1497

Other funds holding NEU

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

True Wealth Design's NEU Position: Q2 2026 in Review

True Wealth Design increased its NewMarket (NEU) stake by 141% in Q2 2026, buying an estimated $17.3K and bringing the position to 41 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #645.

True Wealth Design first reported a position in NEU in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

True Wealth Design held 41 shares of NewMarket worth $32.4K as of Q2 2026.
True Wealth Design bought 24 NewMarket shares in Q2 2026, an estimated $17.3K.
NewMarket made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #645 holding.
True Wealth Design first reported a position in NewMarket in Q1 2025 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.