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Horizon Investments’s NewMarket NEU Stock Holding History

Horizon Investments’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 		– Sell
-5,801
Closed -$3.99M – 1481
2025
Q4 		$3.99M Buy
5,801
+284
+5% +$217K 0.05% 296
2025
Q3 		$4.57M Buy
5,517
+1,096
+25% +$844K 0.06% 256
2025
Q2 		$3.05M Buy
4,421
+4,419
+220,950% +$2.74M 0.05% 288
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 805
2024
Q4 		$1.06K Hold
2
– – ﹤0.01% 808
2024
Q3 		$1.1K Hold
2
– – ﹤0.01% 781
2024
Q2 		$1.03K Hold
2
– – ﹤0.01% 754
2024
Q1 		$1.27K Buy
2
+1
+100% +$599 ﹤0.01% 720
2023
Q4 		$546 Hold
1
– – ﹤0.01% 722
2023
Q3 		$455 Buy
+1
New +$451 ﹤0.01% 722

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

Horizon Investments's NEU Position: Q1 2026 in Review

Horizon Investments sold out of NewMarket (NEU) in Q1 2026, closing a stake of 5,801 shares — an estimated $3.99M sold.

Horizon Investments first reported a position in NEU in Q3 2023 and held it in 10 quarters. The position peaked at $4.57M in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Horizon Investments reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Horizon Investments sold 5,801 NewMarket shares in Q1 2026, an estimated $3.99M.
  • Horizon Investments first reported a position in NewMarket in Q3 2023 and held it in 10 quarters.
  • Horizon Investments's NewMarket position peaked at $4.57M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.