FFO
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Fortitude Family Office’s NewMarket NEU Stock Holding History

Fortitude Family Office’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 		$27.6K Buy
43
+4
+10% +$2.59K 0.01% 347
2025
Q4 		$26.8K Sell
39
-1
-3% -$763 0.01% 343
2025
Q3 		$33.1K Hold
40
– – 0.01% 300
2025
Q2 		$27.6K Buy
40
+1
+3% +$620 0.01% 327
2025
Q1 		$22.1K Hold
39
– – 0.01% 381
2024
Q4 		$20.6K Buy
+39
New +$20.9K 0.01% 445

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

Fortitude Family Office's NEU Position: Q1 2026 in Review

Fortitude Family Office increased its NewMarket (NEU) stake by 10% in Q1 2026, buying an estimated $2.59K and bringing the position to 43 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #347.

Fortitude Family Office first reported a position in NEU in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.1K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Fortitude Family Office held 43 shares of NewMarket worth $27.6K as of Q1 2026.
  • Fortitude Family Office bought 4 NewMarket shares in Q1 2026, an estimated $2.59K.
  • NewMarket made up 0.01% of Fortitude Family Office's portfolio in Q1 2026, its #347 holding.
  • Fortitude Family Office first reported a position in NewMarket in Q4 2024 and has held it in 6 quarters since.
  • Fortitude Family Office's NewMarket position peaked at $33.1K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.