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 Q2	$2.65M	Buy	3,350 +24	+0.7%	+$17.3K	0.03%	340
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	Buy	31 +14	+82%	+$7.04K	﹤0.01%	971
2023 Q3	$7.74K	Buy	+17	New	+$7.67K	﹤0.01%	1033
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 $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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's NEU Position: Q2 2026 in Review

Clearstead Advisors increased its NewMarket (NEU) stake by 0.72% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,350 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #340.

Clearstead Advisors first reported a position in NEU in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Clearstead Advisors held 3,350 shares of NewMarket worth $2.65M as of Q2 2026.
Clearstead Advisors bought 24 NewMarket shares in Q2 2026, an estimated $17.3K.
NewMarket made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #340 holding.
Clearstead Advisors first reported a position in NewMarket in Q3 2021 and has held it in 13 quarters since.
Clearstead Advisors's NewMarket position peaked at $2.84M in Q3 2025.
424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.