Bell Investment Advisors’s NewMarket NEU Stock Holding History

Bell Investment Advisors’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	$10.3K	Sell	16 -2	-11%	-$1.3K	﹤0.01%	670
2025 Q4	$12.4K	Sell	18 -1	-5%	-$763	﹤0.01%	616
2025 Q3	$15.7K	Hold	19	–	–	﹤0.01%	486
2025 Q2	$13.1K	Buy	19 +3	+19%	+$1.86K	﹤0.01%	570
2025 Q1	$9.06K	Buy	16 +6	+60%	+$3.16K	﹤0.01%	646
2024 Q4	$5.28K	Sell	10 -4	-29%	-$2.14K	﹤0.01%	906
2024 Q3	$7.73K	Buy	14 +1	+8%	+$548	﹤0.01%	726
2024 Q2	$6.7K	Sell	13 -1	-7%	-$556	﹤0.01%	782
2024 Q1	$8.88K	Buy	14 +3	+27%	+$1.8K	﹤0.01%	637
2023 Q4	$6K	Hold	11	–	–	﹤0.01%	777
2023 Q3	$5.01K	Buy	11 +1	+10%	+$451	﹤0.01%	804
2023 Q2	$4.02K	Hold	10	–	–	﹤0.01%	933
2023 Q1	$3.65K	Sell	10 -2	-17%	-$693	﹤0.01%	944
2022 Q4	$3.73K	Sell	12 -6	-33%	-$1.85K	﹤0.01%	960
2022 Q3	$5K	Buy	+18	New	+$5.4K	﹤0.01%	695
2021 Q4	$4K	Sell	12 -1	-8%	-$345	﹤0.01%	877
2021 Q3	$4K	Buy	+13	New	+$4.26K	﹤0.01%	807

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

Bell Investment Advisors's NEU Position: Q1 2026 in Review

Bell Investment Advisors reduced its NewMarket (NEU) stake by 11% in Q1 2026, selling an estimated $1.3K and leaving 16 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Bell Investment Advisors first reported a position in NEU in Q3 2021 and has held it in 17 quarters since. The position peaked at $15.7K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Bell Investment Advisors held 16 shares of NewMarket worth $10.3K as of Q1 2026.
Bell Investment Advisors sold 2 NewMarket shares in Q1 2026, an estimated $1.3K.
NewMarket made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #670 holding.
Bell Investment Advisors first reported a position in NewMarket in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's NewMarket position peaked at $15.7K in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.