EF
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Empowered Funds’s NewMarket NEU Stock Holding History

Empowered Funds’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 		$1.44M Sell
1,817
-1,736
-49% -$1.25M 0.01% 1342
2026
Q1 		$2.28M Buy
+3,553
New +$2.3M 0.01% 1039
2025
Q4 		– Sell
-2,636
Closed -$2.18M – 1594
2025
Q3 		$2.18M Sell
2,636
-2,551
-49% -$1.97M 0.02% 884
2025
Q2 		$3.58M Buy
5,187
+3,625
+232% +$2.25M 0.04% 561
2025
Q1 		$885K Buy
1,562
+72
+5% +$37.9K 0.01% 1041
2024
Q4 		$787K Buy
1,490
+566
+61% +$303K 0.01% 1034
2024
Q3 		$510K Buy
924
+148
+19% +$81.1K 0.01% 1081
2024
Q2 		$400K Buy
+776
New +$432K 0.01% 1118

Other funds holding NEU

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Empowered Funds's NEU Position: Q2 2026 in Review

Empowered Funds reduced its NewMarket (NEU) stake by 49% in Q2 2026, selling an estimated $1.25M and leaving 1,817 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1342.

Empowered Funds first reported a position in NEU in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.58M in Q2 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Empowered Funds held 1,817 shares of NewMarket worth $1.44M as of Q2 2026.
  • Empowered Funds sold 1,736 NewMarket shares in Q2 2026, an estimated $1.25M.
  • NewMarket made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1342 holding.
  • Empowered Funds first reported a position in NewMarket in Q2 2024 and has held it in 8 quarters since.
  • Empowered Funds's NewMarket position peaked at $3.58M in Q2 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.