EWM
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Empirical Wealth Management’s NewMarket NEU Stock Holding History

Empirical Wealth Management’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
2025
Q4 		– Sell
-307
Closed -$254K – 950
2025
Q3 		$254K Buy
+307
New +$236K 0.01% 675
2023
Q2 		– Sell
-2,413
Closed -$881K – 492
2023
Q1 		$881K Buy
2,413
+326
+16% +$113K 0.04% 235
2022
Q4 		$649K Buy
2,087
+137
+7% +$42.1K 0.03% 268
2022
Q3 		$587K Buy
1,950
+823
+73% +$247K 0.03% 271
2022
Q2 		$339K Buy
+1,127
New +$364K 0.02% 360

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Empirical Wealth Management's NEU Position: Q4 2025 in Review

Empirical Wealth Management sold out of NewMarket (NEU) in Q4 2025, closing a stake of 307 shares — an estimated $254K sold.

Empirical Wealth Management first reported a position in NEU in Q2 2022 and held it in 5 quarters. The position peaked at $881K in Q1 2023. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

  • Empirical Wealth Management reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 307 NewMarket shares in Q4 2025, an estimated $254K.
  • Empirical Wealth Management first reported a position in NewMarket in Q2 2022 and held it in 5 quarters.
  • Empirical Wealth Management's NewMarket position peaked at $881K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.