Wedmont Private Capital
NEU icon

Wedmont Private Capital’s NewMarket NEU Stock Holding History

Wedmont Private Capital’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
Q3 		$1.05M Buy
1,166
+821
+238% +$708K 0.03% 375
2026
Q2 		$264K Buy
+345
New +$249K 0.01% 795

Other funds holding NEU

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedmont Private Capital's NEU Position: Q3 2026 in Review

Wedmont Private Capital increased its NewMarket (NEU) stake by 238% in Q3 2026, buying an estimated $708K and bringing the position to 1,166 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #375.

Wedmont Private Capital first reported a position in NEU in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Wedmont Private Capital held 1,166 shares of NewMarket worth $1.05M as of Q3 2026.
  • Wedmont Private Capital bought 821 NewMarket shares in Q3 2026, an estimated $708K.
  • NewMarket made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #375 holding.
  • Wedmont Private Capital first reported a position in NewMarket in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.