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Capital Advisors Ltd’s NewMarket NEU Stock Holding History

Capital Advisors Ltd’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 		$5K Hold
6
– – ﹤0.01% 972
2026
Q1 		$4K Hold
6
– – ﹤0.01% 1006
2025
Q4 		$4K Hold
6
– – ﹤0.01% 980
2025
Q3 		$5K Hold
6
– – ﹤0.01% 924
2025
Q2 		$4K Sell
6
-5
-45% -$3.1K ﹤0.01% 972
2025
Q1 		$6K Sell
11
-8
-42% -$4.22K ﹤0.01% 889
2024
Q4 		$10K Buy
19
+15
+375% +$8.04K ﹤0.01% 787
2024
Q3 		$2K Hold
4
– – ﹤0.01% 1089
2024
Q2 		$2K Sell
4
-1
-20% -$556 ﹤0.01% 1071
2024
Q1 		$3K Buy
5
+1
+25% +$599 ﹤0.01% 985
2023
Q4 		$2K Hold
4
– – ﹤0.01% 1036
2023
Q3 		$2K Hold
4
– – ﹤0.01% 1020
2023
Q2 		$2K Hold
4
– – ﹤0.01% 1031
2023
Q1 		$1K Buy
+4
New +$1.39K ﹤0.01% 1073
2022
Q1 		– Sell
-1
Closed – – 1110
2021
Q4 		$0 Buy
+1
New +$345 ﹤0.01% 892

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capital Advisors Ltd's NEU Position: Q2 2026 in Review

Capital Advisors Ltd held its NewMarket (NEU) position steady in Q2 2026 at 6 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Capital Advisors Ltd first reported a position in NEU in Q4 2021 and has held it in 15 quarters since. The position peaked at $10K in Q4 2024. 39 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Capital Advisors Ltd held 6 shares of NewMarket worth $5K as of Q2 2026.
  • Capital Advisors Ltd left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #972 holding.
  • Capital Advisors Ltd first reported a position in NewMarket in Q4 2021 and has held it in 15 quarters since.
  • Capital Advisors Ltd's NewMarket position peaked at $10K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.