CIA
NEU icon

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
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 $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

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

Caerus Investment Advisors sold out of NewMarket (NEU) in Q1 2026, closing a stake of 309 shares — an estimated $212K sold.

Caerus Investment Advisors first reported a position in NEU in Q3 2025 and held it in 2 quarters. The position peaked at $490K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Caerus Investment Advisors reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 309 NewMarket shares in Q1 2026, an estimated $212K.
  • Caerus Investment Advisors first reported a position in NewMarket in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's NewMarket position peaked at $490K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.