Clearstead Advisors’s NewMarket NEU Stock Holding History

Clearstead 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	$2.13M	Sell	3,326 -30	-0.9%	-$19.5K	0.02%	354
2025 Q4	$2.31M	Sell	3,356 -71	-2%	-$54.2K	0.03%	309
2025 Q3	$2.84M	Buy	3,427 +106	+3%	+$81.7K	0.04%	267
2025 Q2	$2.29M	Buy	3,321 +11	+0.3%	+$6.83K	0.03%	294
2025 Q1	$1.87M	Sell	3,310 -287	-8%	-$151K	0.03%	308
2024 Q4	$1.9M	Buy	3,597 +6	+0.2%	+$3.21K	0.03%	299
2024 Q3	$1.98M	Sell	3,591 -34	-0.9%	-$18.6K	0.03%	299
2024 Q2	$1.87M	Buy	3,625 +3,594	+11,594%	+$2M	0.03%	286
2024 Q1	$17.3K	Hold	31	–	–	﹤0.01%	967
2023 Q4	$16.9K	Sell	31 -3	-9%	-$1.51K	﹤0.01%	971
2023 Q3	$15.5K	Buy	+34	New	+$15.3K	﹤0.01%	1061
2021 Q4	–	Sell	-54	Closed	-$18K	–	1381
2021 Q3	$18K	Buy	+54	New	+$17.7K	﹤0.01%	847

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

Clearstead Advisors's NEU Position: Q1 2026 in Review

Clearstead Advisors reduced its NewMarket (NEU) stake by 0.89% in Q1 2026, selling an estimated $19.5K and leaving 3,326 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #354.

Clearstead Advisors first reported a position in NEU in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.84M in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Clearstead Advisors held 3,326 shares of NewMarket worth $2.13M as of Q1 2026.
Clearstead Advisors sold 30 NewMarket shares in Q1 2026, an estimated $19.5K.
NewMarket made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #354 holding.
Clearstead Advisors first reported a position in NewMarket in Q3 2021 and has held it in 12 quarters since.
Clearstead Advisors's NewMarket position peaked at $2.84M in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.