EverSource Wealth Advisors’s NewMarket NEU Stock Holding History

EverSource Wealth Advisors’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	$126K	Buy	196 +3	+2%	+$1.95K	﹤0.01%	1293
2025 Q4	$133K	Sell	193 -26	-12%	-$19.9K	﹤0.01%	1166
2025 Q3	$181K	Buy	219 +68	+45%	+$52.4K	0.01%	960
2025 Q2	$104K	Buy	151 +71	+89%	+$44K	﹤0.01%	1180
2025 Q1	$45.3K	Buy	80 +39	+95%	+$20.6K	﹤0.01%	1281
2024 Q4	$21.7K	Buy	41 +22	+116%	+$11.8K	﹤0.01%	1582
2024 Q3	$10.5K	Buy	19 +1	+6%	+$548	﹤0.01%	1836
2024 Q2	$10.1K	Buy	18 +1	+6%	+$556	﹤0.01%	1849
2024 Q1	$8.97K	Buy	17 +11	+183%	+$6.59K	﹤0.01%	1748
2023 Q4	$3.28K	Buy	6 +2	+50%	+$1.01K	﹤0.01%	2022
2023 Q3	$1.82K	Buy	4 +1	+33%	+$451	﹤0.01%	2033
2023 Q2	$1.21K	Buy	+3	New	+$1.17K	﹤0.01%	2159
2022 Q2	–	Sell	-5	Closed	-$2K	–	1831
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	1551
2021 Q4	$2K	Buy	+5	New	+$1.72K	﹤0.01%	1585

Other funds holding NEU

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's NEU Position: Q1 2026 in Review

EverSource Wealth Advisors increased its NewMarket (NEU) stake by 1.6% in Q1 2026, buying an estimated $1.95K and bringing the position to 196 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

EverSource Wealth Advisors first reported a position in NEU in Q4 2021 and has held it in 14 quarters since. The position peaked at $181K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

EverSource Wealth Advisors held 196 shares of NewMarket worth $126K as of Q1 2026.
EverSource Wealth Advisors bought 3 NewMarket shares in Q1 2026, an estimated $1.95K.
NewMarket made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1293 holding.
EverSource Wealth Advisors first reported a position in NewMarket in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's NewMarket position peaked at $181K in Q3 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.