DiNuzzo Private Wealth’s NewMarket NEU Stock Holding History

DiNuzzo Private Wealth’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	-2	Closed	-$1.38K	–	1372
2025 Q4	$1.38K	Sell	2 -1	-33%	-$763	﹤0.01%	772
2025 Q3	$2.48K	Buy	3 +2	+200%	+$1.54K	﹤0.01%	563
2025 Q2	$691	Buy	+1	New	+$620	﹤0.01%	977
2024 Q4	–	Sell	-3	Closed	-$1.66K	–	1446
2024 Q3	$1.66K	Buy	3 +1	+50%	+$548	﹤0.01%	679
2024 Q2	$1.03K	Sell	2 -1	-33%	-$556	﹤0.01%	782
2024 Q1	$1.9K	Hold	3	–	–	﹤0.01%	483
2023 Q4	$1.64K	Buy	+3	New	+$1.51K	﹤0.01%	520

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

DiNuzzo Private Wealth's NEU Position: Q1 2026 in Review

DiNuzzo Private Wealth sold out of NewMarket (NEU) in Q1 2026, closing a stake of 2 shares — an estimated $1.38K sold.

DiNuzzo Private Wealth first reported a position in NEU in Q4 2023 and held it in 7 quarters. The position peaked at $2.48K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

DiNuzzo Private Wealth reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
DiNuzzo Private Wealth sold 2 NewMarket shares in Q1 2026, an estimated $1.38K.
DiNuzzo Private Wealth first reported a position in NewMarket in Q4 2023 and held it in 7 quarters.
DiNuzzo Private Wealth's NewMarket position peaked at $2.48K in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.