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Atria Investments’s NewMarket NEU Stock Holding History

Atria Investments’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 		$248K Sell
387
-4
-1% -$2.59K ﹤0.01% 1868
2025
Q4 		$269K Buy
391
+42
+12% +$32.1K ﹤0.01% 1800
2025
Q3 		$289K Sell
349
-252
-42% -$194K ﹤0.01% 1742
2025
Q2 		$415K Sell
601
-730
-55% -$453K ﹤0.01% 1520
2025
Q1 		$754K Buy
1,331
+29
+2% +$15.3K 0.01% 1125
2024
Q4 		$688K Buy
1,302
+20
+2% +$10.7K 0.01% 1161
2024
Q3 		$708K Sell
1,282
-90
-7% -$49.3K 0.01% 1153
2024
Q2 		$708K Buy
+1,372
New +$763K 0.01% 1123
2019
Q4 		– Sell
-446
Closed -$211K – 1223
2019
Q3 		$211K Buy
+446
New +$199K 0.01% 833
2017
Q1 		– Sell
-557
Closed -$236K – 702
2016
Q4 		$236K Buy
557
+81
+17% +$33.4K 0.02% 552
2016
Q3 		$204K Buy
+476
New +$203K 0.02% 507
2015
Q3 		– Sell
-502
Closed -$223K – 396
2015
Q2 		$223K Sell
502
-19
-4% -$8.74K 0.03% 358
2015
Q1 		$249K Sell
521
-66
-11% -$29.8K 0.03% 356
2014
Q4 		$237K Sell
587
-144
-20% -$55.5K 0.03% 373
2014
Q3 		$279K Sell
731
-27
-4% -$10.7K 0.03% 378
2014
Q2 		$297K Sell
758
-281
-27% -$108K 0.03% 340
2014
Q1 		$406K Sell
1,039
-800
-44% -$284K 0.04% 315
2013
Q4 		$615K Sell
1,839
-46
-2% -$14.5K 0.06% 254
2013
Q3 		$543K Sell
1,885
-114
-6% -$31.7K 0.06% 266
2013
Q2 		$525K Buy
+1,999
New +$540K 0.06% 173

Other funds holding NEU

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Atria Investments's NEU Position: Q1 2026 in Review

Atria Investments reduced its NewMarket (NEU) stake by 1% in Q1 2026, selling an estimated $2.59K and leaving 387 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Atria Investments first reported a position in NEU in Q2 2013 and has held it in 20 quarters since. The position peaked at $754K in Q1 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Atria Investments held 387 shares of NewMarket worth $248K as of Q1 2026.
  • Atria Investments sold 4 NewMarket shares in Q1 2026, an estimated $2.59K.
  • NewMarket made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1868 holding.
  • Atria Investments first reported a position in NewMarket in Q2 2013 and has held it in 20 quarters since.
  • Atria Investments's NewMarket position peaked at $754K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.