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Wealth Enhancement Trust Services’s NewMarket NEU Stock Holding History

Wealth Enhancement Trust 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 		$7.91K Buy
10
+9
+900% +$6.49K ﹤0.01% 764
2026
Q1 		$641 Hold
1
– – ﹤0.01% 744
2025
Q4 		$687 Buy
+1
New +$763 ﹤0.01% 693

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its NewMarket (NEU) stake by 900% in Q2 2026, buying an estimated $6.49K and bringing the position to 10 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Wealth Enhancement Trust Services first reported a position in NEU in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Wealth Enhancement Trust Services held 10 shares of NewMarket worth $7.91K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 9 NewMarket shares in Q2 2026, an estimated $6.49K.
  • NewMarket made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #764 holding.
  • Wealth Enhancement Trust Services first reported a position in NewMarket in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

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