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Twin Peaks Wealth Advisors’s NewMarket NEU Stock Holding History

Twin Peaks Wealth Advisors’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
-10
Closed -$6.41K – 1486
2026
Q1 		$6.41K Buy
+10
New +$6.49K ﹤0.01% 1283
2025
Q3 		– Sell
-10
Closed -$7.61K – 1412
2025
Q2 		$7.61K Buy
+10
New +$6.2K ﹤0.01% 1075

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

Twin Peaks Wealth Advisors's NEU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NewMarket (NEU) in Q2 2026, closing a stake of 10 shares — an estimated $6.41K sold.

Twin Peaks Wealth Advisors first reported a position in NEU in Q2 2025 and held it in 2 quarters. The position peaked at $7.61K in Q2 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NewMarket position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 10 NewMarket shares in Q2 2026, an estimated $6.41K.
  • Twin Peaks Wealth Advisors first reported a position in NewMarket in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NewMarket position peaked at $7.61K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.