HWA
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Heritage Wealth Advisors’s NewMarket NEU Stock Holding History

Heritage 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 		$390K Sell
609
-20
-3% -$13K 0.02% 152
2025
Q4 		$432K Sell
629
-106
-14% -$80.9K 0.02% 153
2025
Q3 		$609K Hold
735
– – 0.03% 116
2025
Q2 		$508K Sell
735
-303
-29% -$188K 0.02% 128
2025
Q1 		$588K Sell
1,038
-302
-23% -$159K 0.03% 114
2024
Q4 		$708K Buy
1,340
+589
+78% +$316K 0.04% 109
2024
Q3 		$414K Hold
751
– – 0.02% 156
2024
Q2 		$387K Sell
751
-120
-14% -$66.7K 0.02% 153
2024
Q1 		$553K Hold
871
– – 0.03% 137
2023
Q4 		$475K Sell
871
-20
-2% -$10.1K 0.02% 146
2023
Q3 		$405K Hold
891
– – 0.02% 141
2023
Q2 		$358K Hold
891
– – 0.02% 156
2023
Q1 		$325K Sell
891
-500
-36% -$173K 0.02% 163
2022
Q4 		$433K Hold
1,391
– – 0.03% 140
2022
Q3 		$418K Sell
1,391
-410
-23% -$123K 0.03% 133
2022
Q2 		$542K Buy
1,801
+744
+70% +$240K 0.04% 123
2022
Q1 		$343K Hold
1,057
– – 0.02% 149
2021
Q4 		$362K Hold
1,057
– – 0.02% 154
2021
Q3 		$358K Hold
1,057
– – 0.02% 151
2021
Q2 		$340K Hold
1,057
– – 0.02% 160
2021
Q1 		$402K Sell
1,057
-196
-16% -$78.3K 0.02% 152
2020
Q4 		$499K Buy
1,253
+848
+209% +$316K 0.03% 129
2020
Q3 		$139K Hold
405
– – 0.02% 177
2020
Q2 		$162K Buy
405
+376
+1,297% +$155K 0.02% 157
2020
Q1 		$11.1K Hold
29
– – ﹤0.01% 368
2019
Q4 		$14.1K Hold
29
– – ﹤0.01% 402
2019
Q3 		$13K Hold
29
– – ﹤0.01% 379
2019
Q2 		$11.6K Hold
29
– – ﹤0.01% 381
2019
Q1 		$12.6K Buy
+29
New +$12.3K ﹤0.01% 349

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

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

Heritage Wealth Advisors reduced its NewMarket (NEU) stake by 3.2% in Q1 2026, selling an estimated $13K and leaving 609 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #152.

Heritage Wealth Advisors first reported a position in NEU in Q1 2019 and has held it in 29 quarters since. The position peaked at $708K in Q4 2024. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Heritage Wealth Advisors held 609 shares of NewMarket worth $390K as of Q1 2026.
  • Heritage Wealth Advisors sold 20 NewMarket shares in Q1 2026, an estimated $13K.
  • NewMarket made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • Heritage Wealth Advisors first reported a position in NewMarket in Q1 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's NewMarket position peaked at $708K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

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