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Caerus Investment Advisors’s NewMarket NEU Stock Holding History

Caerus 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
Q2 		$216K Buy
+273
New +$197K 0.07% 293
2026
Q1 		– Sell
-309
Closed -$212K – 345
2025
Q4 		$212K Sell
309
-283
-48% -$216K 0.07% 299
2025
Q3 		$490K Buy
+592
New +$456K 0.2% 115

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caerus Investment Advisors's NEU Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in NewMarket (NEU) in Q2 2026: 273 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #293 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in NEU as recently as Q4 2025.

Caerus Investment Advisors first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. The position peaked at $490K in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Caerus Investment Advisors held 273 shares of NewMarket worth $216K as of Q2 2026.
  • NewMarket was a new Caerus Investment Advisors position in Q2 2026.
  • NewMarket made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Caerus Investment Advisors first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's NewMarket position peaked at $490K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.