Creative Planning’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
2,797
+355
| +15% | +$230K | ﹤0.01% | 1985 |
|
|
2025
Q4 | $1.68M | Sell |
2,442
-273
| -10% | -$208K | ﹤0.01% | 1860 |
|
|
2025
Q3 | $2.25M | Buy |
2,715
+1,244
| +85% | +$958K | ﹤0.01% | 1452 |
|
|
2025
Q2 | $1.02M | Buy |
1,471
+271
| +23% | +$168K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $680K | Sell |
1,200
-10
| -0.8% | -$5.27K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $639K | Buy |
1,210
+139
| +13% | +$74.5K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $591K | Sell |
1,071
-34
| -3% | -$18.6K | ﹤0.01% | 1956 |
|
|
2024
Q2 | $570K | Buy |
1,105
+95
| +9% | +$52.8K | ﹤0.01% | 1841 |
|
|
2024
Q1 | $641K | Buy |
1,010
+51
| +5% | +$30.6K | ﹤0.01% | 1668 |
|
|
2023
Q4 | $523K | Buy |
959
+90
| +10% | +$45.3K | ﹤0.01% | 1691 |
|
|
2023
Q3 | $395K | Buy |
869
+189
| +28% | +$85.3K | ﹤0.01% | 1726 |
|
|
2023
Q2 | $273K | Buy |
680
+82
| +14% | +$32K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $218K | Buy |
+598
| New | +$207K | ﹤0.01% | 2057 |
|
|
2022
Q2 | – | Sell |
-729
| Closed | -$236K | – | 2447 |
|
|
2022
Q1 | $236K | Hold |
729
| – | – | ﹤0.01% | 1791 |
|
|
2021
Q4 | $250K | Sell |
729
-100
| -12% | -$34.5K | ﹤0.01% | 1745 |
|
|
2021
Q3 | $281K | Buy |
+829
| New | +$272K | ﹤0.01% | 1635 |
|
|
2021
Q2 | – | Sell |
-665
| Closed | -$253K | – | 2409 |
|
|
2021
Q1 | $253K | Buy |
665
+17
| +3% | +$6.79K | ﹤0.01% | 1907 |
|
|
2020
Q4 | $258K | Buy |
+648
| New | +$241K | ﹤0.01% | 1715 |
|
|
2020
Q3 | – | Sell |
-566
| Closed | -$227K | – | 2227 |
|
|
2020
Q2 | $227K | Buy |
566
+11
| +2% | +$4.54K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $212K | Sell |
555
-232
| -29% | -$97.9K | ﹤0.01% | 1365 |
|
|
2019
Q4 | $383K | Sell |
787
-48
| -6% | -$23.1K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $394K | Buy |
835
+43
| +5% | +$19.2K | ﹤0.01% | 1207 |
|
|
2019
Q2 | $318K | Buy |
792
+94
| +13% | +$38.9K | ﹤0.01% | 1334 |
|
|
2019
Q1 | $303K | Sell |
698
-136
| -16% | -$57.5K | ﹤0.01% | 1321 |
|
|
2018
Q4 | $344K | Buy |
834
+38
| +5% | +$15K | ﹤0.01% | 1158 |
|
|
2018
Q3 | $323K | Sell |
796
-41
| -5% | -$16.4K | ﹤0.01% | 1353 |
|
|
2018
Q2 | $339K | Buy |
837
+172
| +26% | +$67.3K | ﹤0.01% | 1296 |
|
|
2018
Q1 | $267K | Sell |
665
-64
| -9% | -$26.1K | ﹤0.01% | 1416 |
|
|
2017
Q4 | $290K | Sell |
729
-256
| -26% | -$104K | ﹤0.01% | 1380 |
|
|
2017
Q3 | $419K | Buy |
985
+83
| +9% | +$36.2K | ﹤0.01% | 1133 |
|
|
2017
Q2 | $415K | Sell |
902
-67
| -7% | -$30.9K | ﹤0.01% | 1110 |
|
|
2017
Q1 | $439K | Buy |
969
+130
| +15% | +$56.9K | ﹤0.01% | 1054 |
|
|
2016
Q4 | $356K | Buy |
839
+46
| +6% | +$19K | ﹤0.01% | 1105 |
|
|
2016
Q3 | $341K | Buy |
793
+67
| +9% | +$28.5K | ﹤0.01% | 1109 |
|
|
2016
Q2 | $301K | Sell |
726
-30
| -4% | -$12.1K | ﹤0.01% | 1045 |
|
|
2016
Q1 | $300K | Sell |
756
-81
| -10% | -$29.7K | ﹤0.01% | 1001 |
|
|
2015
Q4 | $319K | Buy |
837
+10
| +1% | +$3.88K | ﹤0.01% | 963 |
|
|
2015
Q3 | $295K | Buy |
+827
| New | +$335K | ﹤0.01% | 983 |
|
|
2015
Q2 | – | Sell |
-998
| Closed | -$477K | – | 2337 |
|
|
2015
Q1 | $477K | Buy |
998
+328
| +49% | +$148K | ﹤0.01% | 753 |
|
|
2014
Q4 | $270K | Buy |
670
+252
| +60% | +$97.2K | ﹤0.01% | 985 |
|
|
2014
Q3 | $159K | Buy |
418
+12
| +3% | +$4.76K | ﹤0.01% | 1192 |
|
|
2014
Q2 | $159K | Buy |
406
+225
| +124% | +$86.7K | ﹤0.01% | 1160 |
|
|
2014
Q1 | $71K | Hold |
181
| – | – | ﹤0.01% | 1598 |
|
|
2013
Q4 | $61K | Hold |
181
| – | – | ﹤0.01% | 1468 |
|
|
2013
Q3 | $52K | Buy |
181
+100
| +123% | +$27.8K | ﹤0.01% | 1481 |
|
|
2013
Q2 | $21K | Buy |
+81
| New | +$21.9K | ﹤0.01% | 1902 |
|
Other funds holding NEU
LCOV
VPM
VCM
Creative Planning's NEU Position: Q1 2026 in Review
Creative Planning increased its NewMarket (NEU) stake by 15% in Q1 2026, buying an estimated $230K and bringing the position to 2,797 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.
Creative Planning first reported a position in NEU in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.25M in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.
- Creative Planning held 2,797 shares of NewMarket worth $1.79M as of Q1 2026.
- Creative Planning bought 355 NewMarket shares in Q1 2026, an estimated $230K.
- NewMarket made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1985 holding.
- Creative Planning first reported a position in NewMarket in Q2 2013 and has held it in 46 quarters since.
- Creative Planning's NewMarket position peaked at $2.25M in Q3 2025.
- 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.