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Advyzon Investment Management’s NewMarket NEU Stock Holding History

Advyzon Investment Management’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
2025
Q4 		– Sell
-269
Closed -$223K – 592
2025
Q3 		$223K Buy
+269
New +$207K 0.04% 411

Other funds holding NEU

Bank of America
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advyzon Investment Management's NEU Position: Q4 2025 in Review

Advyzon Investment Management sold out of NewMarket (NEU) in Q4 2025, closing a stake of 269 shares — an estimated $223K sold.

Advyzon Investment Management first reported a position in NEU in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

  • Advyzon Investment Management reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 269 NewMarket shares in Q4 2025, an estimated $223K.
  • Advyzon Investment Management first reported a position in NewMarket in Q3 2025 and held it in 1 quarter.
  • Advyzon Investment Management's NewMarket position peaked at $223K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.