Wealth Enhancement Advisory Services
NEU icon

Wealth Enhancement Advisory Services’s NewMarket NEU Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.26M Buy
3,288
+2,269
+223% +$1.64M ﹤0.01% 1488
2026
Q1 		$648K Sell
1,019
-655
-39% -$425K ﹤0.01% 2129
2025
Q4 		$1.2M Sell
1,674
-458
-21% -$350K ﹤0.01% 1824
2025
Q3 		$1.83M Buy
2,132
+1,312
+160% +$1.01M ﹤0.01% 1494
2025
Q2 		$605K Buy
820
+102
+14% +$63.3K ﹤0.01% 2088
2025
Q1 		$407K Buy
718
+223
+45% +$118K ﹤0.01% 2195
2024
Q4 		$262K Buy
495
+123
+33% +$65.9K ﹤0.01% 2492
2024
Q3 		$205K Buy
+372
New +$204K ﹤0.01% 2438
2024
Q2 		– Sell
-395
Closed -$251K – 2673
2024
Q1 		$251K Sell
395
-4
-1% -$2.4K ﹤0.01% 2037
2023
Q4 		$218K Sell
399
-115
-22% -$57.8K ﹤0.01% 2039
2023
Q3 		$234K Buy
+514
New +$232K ﹤0.01% 1904

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
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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's NEU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NewMarket (NEU) stake by 223% in Q2 2026, buying an estimated $1.64M and bringing the position to 3,288 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Wealth Enhancement Advisory Services first reported a position in NEU in Q3 2023 and has held it in 11 quarters since. 59 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,288 shares of NewMarket worth $2.26M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,269 NewMarket shares in Q2 2026, an estimated $1.64M.
  • NewMarket made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1488 holding.
  • Wealth Enhancement Advisory Services first reported a position in NewMarket in Q3 2023 and has held it in 11 quarters since.
  • 59 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.