TPWA
NEU icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Twin Peaks Wealth Advisors's NEU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NewMarket (NEU) in Q1 2026: 10 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NEU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NEU in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.61K in Q2 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 10 shares of NewMarket worth $6.41K as of Q1 2026.
  • NewMarket was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NewMarket made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1283 holding.
  • Twin Peaks Wealth Advisors first reported a position in NewMarket in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's NewMarket position peaked at $7.61K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.