Advisornet Financial’s NewMarket NEU Stock Holding History

Advisornet Financial’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 Q1	$16.7K	Hold	26	–	–	﹤0.01%	1392
2025 Q4	$17.9K	Hold	26	–	–	﹤0.01%	1372
2025 Q3	$21.5K	Hold	26	–	–	﹤0.01%	1279
2025 Q2	$18K	Hold	26	–	–	﹤0.01%	1307
2025 Q1	$14.7K	Hold	26	–	–	﹤0.01%	1300
2024 Q4	$13.7K	Hold	26	–	–	﹤0.01%	1240
2024 Q3	$14.3K	Buy	26 +19	+271%	+$10.4K	﹤0.01%	1317
2024 Q2	$3.61K	Hold	7	–	–	﹤0.01%	1521
2024 Q1	$4.44K	Sell	7 -3	-30%	-$1.8K	﹤0.01%	1463
2023 Q4	$5.46K	Hold	10	–	–	﹤0.01%	1473
2023 Q3	$4.55K	Sell	10 -1	-9%	-$451	﹤0.01%	1442
2023 Q2	$4.42K	Buy	11 +1	+10%	+$390	﹤0.01%	1537
2023 Q1	$3.65K	Buy	10 +7	+233%	+$2.43K	﹤0.01%	1566
2022 Q4	$933	Buy	+3	New	+$923	﹤0.01%	1865

Other funds holding NEU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisornet Financial's NEU Position: Q1 2026 in Review

Advisornet Financial held its NewMarket (NEU) position steady in Q1 2026 at 26 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Advisornet Financial first reported a position in NEU in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.5K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Advisornet Financial held 26 shares of NewMarket worth $16.7K as of Q1 2026.
Advisornet Financial left its NewMarket share count unchanged in Q1 2026.
NewMarket made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1392 holding.
Advisornet Financial first reported a position in NewMarket in Q4 2022 and has held it in 14 quarters since.
Advisornet Financial's NewMarket position peaked at $21.5K in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.