True Wealth Design
NEU icon

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
Q3 		$33.2K Sell
37
-4
-10% -$3.45K 0.01% 660
2026
Q2 		$32.4K Buy
41
+24
+141% +$17.3K 0.01% 645
2026
Q1 		$10.9K Sell
17
-3
-15% -$1.94K ﹤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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

True Wealth Design's NEU Position: Q3 2026 in Review

True Wealth Design reduced its NewMarket (NEU) stake by 9.8% in Q3 2026, selling an estimated $3.45K and leaving 37 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #660.

True Wealth Design first reported a position in NEU in Q1 2025 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • True Wealth Design held 37 shares of NewMarket worth $33.2K as of Q3 2026.
  • True Wealth Design sold 4 NewMarket shares in Q3 2026, an estimated $3.45K.
  • NewMarket made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #660 holding.
  • True Wealth Design first reported a position in NewMarket in Q1 2025 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.