Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s NewMarket NEU Stock Holding History

Envestnet Portfolio Solutions’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
-485
Closed -$333K – 1430
2025
Q4 		$333K Buy
485
+8
+2% +$6.11K ﹤0.01% 1231
2025
Q3 		$395K Sell
477
-141
-23% -$109K ﹤0.01% 1124
2025
Q2 		$427K Sell
618
-20
-3% -$12.4K ﹤0.01% 1163
2025
Q1 		$361K Sell
638
-404
-39% -$213K ﹤0.01% 1199
2024
Q4 		$550K Buy
1,042
+55
+6% +$29.5K ﹤0.01% 1195
2024
Q3 		$545K Buy
987
+137
+16% +$75K ﹤0.01% 1153
2024
Q2 		$438K Buy
850
+126
+17% +$70.1K ﹤0.01% 1197
2024
Q1 		$459K Buy
724
+139
+24% +$83.3K ﹤0.01% 1161
2023
Q4 		$319K Buy
+585
New +$294K ﹤0.01% 1265

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