Focus Partners Wealth
NEU icon

Focus Partners Wealth’s NewMarket NEU Stock Holding History

Focus Partners Wealth’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 		$264K Sell
412
-530
-56% -$344K ﹤0.01% 2264
2025
Q4 		$647K Buy
942
+296
+46% +$226K ﹤0.01% 1838
2025
Q3 		$535K Buy
+646
New +$498K ﹤0.01% 1588

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

Focus Partners Wealth's NEU Position: Q1 2026 in Review

Focus Partners Wealth reduced its NewMarket (NEU) stake by 56% in Q1 2026, selling an estimated $344K and leaving 412 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Focus Partners Wealth first reported a position in NEU in Q3 2025 and has held it in 3 quarters since. The position peaked at $647K in Q4 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Focus Partners Wealth held 412 shares of NewMarket worth $264K as of Q1 2026.
  • Focus Partners Wealth sold 530 NewMarket shares in Q1 2026, an estimated $344K.
  • NewMarket made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2264 holding.
  • Focus Partners Wealth first reported a position in NewMarket in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's NewMarket position peaked at $647K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.