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Valued Wealth Advisors’s NewMarket NEU Stock Holding History

Valued 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 		$21.4K Buy
27
+12
+80% +$8.65K 0.01% 192
2026
Q1 		$9.66K Buy
+15
New +$9.73K ﹤0.01% 297

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Valued Wealth Advisors's NEU Position: Q2 2026 in Review

Valued Wealth Advisors increased its NewMarket (NEU) stake by 80% in Q2 2026, buying an estimated $8.65K and bringing the position to 27 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #192.

Valued Wealth Advisors first reported a position in NEU in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Valued Wealth Advisors held 27 shares of NewMarket worth $21.4K as of Q2 2026.
  • Valued Wealth Advisors bought 12 NewMarket shares in Q2 2026, an estimated $8.65K.
  • NewMarket made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Valued Wealth Advisors first reported a position in NewMarket in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.