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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
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 $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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Empowered Funds's NEU Position: Q1 2026 in Review

Empowered Funds opened a new position in NewMarket (NEU) in Q1 2026: 3,553 shares worth $2.28M. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Empowered Funds previously reported a position in NEU as recently as Q3 2025.

Empowered Funds first reported a position in NEU in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q2 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Empowered Funds held 3,553 shares of NewMarket worth $2.28M as of Q1 2026.
  • NewMarket was a new Empowered Funds position in Q1 2026.
  • NewMarket made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1039 holding.
  • Empowered Funds first reported a position in NewMarket in Q2 2024 and has held it in 7 quarters since.
  • Empowered Funds's NewMarket position peaked at $3.58M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.