HWM
NEU icon

HB Wealth Management’s NewMarket NEU Stock Holding History

HB Wealth 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
Q1 		$19.2M Buy
29,946
+82
+0.3% +$53.2K 0.12% 94
2025
Q4 		$20.5M Sell
29,864
-84
-0.3% -$64.1K 0.13% 88
2025
Q3 		$24.8M Buy
29,948
+25,919
+643% +$20M 0.17% 73
2025
Q2 		$2.78M Sell
4,029
-26,306
-87% -$16.3M 0.02% 313
2025
Q1 		$17.2M Sell
30,335
-4,199
-12% -$2.21M 0.14% 83
2024
Q4 		$18.2M Sell
34,534
-13
-0% -$6.96K 0.19% 58
2024
Q3 		$19.1M Sell
34,547
-4,957
-13% -$2.71M 0.2% 53
2024
Q2 		$20.4M Buy
39,504
+8,496
+27% +$4.72M 0.24% 50
2024
Q1 		$19.7M Buy
31,008
+8,667
+39% +$5.19M 0.25% 46
2023
Q4 		$12.2M Hold
22,341
– – 0.18% 68
2023
Q3 		$10.2M Buy
22,341
+2,701
+14% +$1.22M 0.16% 68
2023
Q2 		$7.9M Buy
19,640
+7,457
+61% +$2.91M 0.13% 87
2023
Q1 		$4.45M Sell
12,183
-1,598
-12% -$554K 0.08% 131
2022
Q4 		$4.29M Buy
13,781
+6,637
+93% +$2.04M 0.08% 123
2022
Q3 		$2.15M Sell
7,144
-5
-0.1% -$1.5K 0.05% 169
2022
Q2 		$2.15M Sell
7,149
-2
-0% -$646 0.04% 165
2022
Q1 		$2.32M Buy
+7,151
New +$2.34M 0.04% 166

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

HB Wealth Management's NEU Position: Q1 2026 in Review

HB Wealth Management increased its NewMarket (NEU) stake by 0.27% in Q1 2026, buying an estimated $53.2K and bringing the position to 29,946 shares worth $19.2M. The position accounts for 0.12% of the portfolio, ranked #94.

HB Wealth Management first reported a position in NEU in Q1 2022 and has held it in 17 quarters since. The position peaked at $24.8M in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • HB Wealth Management held 29,946 shares of NewMarket worth $19.2M as of Q1 2026.
  • HB Wealth Management bought 82 NewMarket shares in Q1 2026, an estimated $53.2K.
  • NewMarket made up 0.12% of HB Wealth Management's portfolio in Q1 2026, its #94 holding.
  • HB Wealth Management first reported a position in NewMarket in Q1 2022 and has held it in 17 quarters since.
  • HB Wealth Management's NewMarket position peaked at $24.8M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.