Rothwell Investment Advisors, LLC’s NewMarket NEU Stock Holding History

Rothwell Investment Advisors, LLC’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	$19.1K	Buy	+21	New	+$18.1K	0.01%	638

Other funds holding NEU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NEU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in NewMarket (NEU) in Q3 2026: 21 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings.

199 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

Rothwell Investment Advisors, LLC held 21 shares of NewMarket worth $19.1K as of Q3 2026.
NewMarket was a new Rothwell Investment Advisors, LLC position in Q3 2026.
NewMarket made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #638 holding.
199 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.