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Evergreen Capital Management’s NewMarket NEU Stock Holding History

Evergreen Capital 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
2026
Q2 		$231K Buy
+291
New +$210K ﹤0.01% 1378
2026
Q1 		– Sell
-315
Closed -$217K – 1587
2025
Q4 		$217K Sell
315
-75
-19% -$57.3K ﹤0.01% 1258
2025
Q3 		$324K Buy
390
+78
+25% +$60.1K 0.01% 915
2025
Q2 		$216K Buy
+312
New +$194K 0.01% 990

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

Evergreen Capital Management's NEU Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in NewMarket (NEU) in Q2 2026: 291 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in NEU as recently as Q4 2025.

Evergreen Capital Management first reported a position in NEU in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Evergreen Capital Management held 291 shares of NewMarket worth $231K as of Q2 2026.
  • NewMarket was a new Evergreen Capital Management position in Q2 2026.
  • NewMarket made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1378 holding.
  • Evergreen Capital Management first reported a position in NewMarket in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's NewMarket position peaked at $324K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.