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NEU icon

Inspire Investing’s NewMarket NEU Stock Holding History

Inspire Investing’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
2025
Q3 		– Sell
-564
Closed -$390K – 910
2025
Q2 		$390K Sell
564
-51
-8% -$31.6K 0.04% 542
2025
Q1 		$348K Sell
615
-140
-19% -$73.8K 0.04% 353
2024
Q4 		$399K Buy
755
+6
+0.8% +$3.21K 0.04% 694
2024
Q3 		$413K Buy
749
+65
+10% +$35.6K 0.04% 487
2024
Q2 		$353K Buy
684
+118
+21% +$65.6K 0.04% 512
2024
Q1 		$359K Sell
566
-137
-19% -$82.1K 0.04% 531
2023
Q4 		$384K Buy
703
+36
+5% +$18.1K 0.04% 567
2023
Q3 		$304K Sell
667
-111
-14% -$50.1K 0.04% 778
2023
Q2 		$313K Buy
778
+33
+4% +$12.9K 0.04% 696
2023
Q1 		$272K Sell
745
-14
-2% -$4.85K 0.03% 698
2022
Q4 		$236K Buy
759
+77
+11% +$23.7K 0.03% 464
2022
Q3 		$205K Sell
682
-25
-4% -$7.5K 0.03% 704
2022
Q2 		$213K Sell
707
-20
-3% -$6.46K 0.03% 434
2022
Q1 		$236K Buy
727
+17
+2% +$5.57K 0.03% 514
2021
Q4 		$243K Buy
710
+10
+1% +$3.45K 0.03% 764
2021
Q3 		$237K Buy
+700
New +$229K 0.03% 452

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Inspire Investing's NEU Position: Q3 2025 in Review

Inspire Investing sold out of NewMarket (NEU) in Q3 2025, closing a stake of 564 shares — an estimated $390K sold.

Inspire Investing first reported a position in NEU in Q3 2021 and held it in 16 quarters. The position peaked at $413K in Q3 2024. 403 funds tracked by Wall St. Rank hold NEU as of Q3 2025.

  • Inspire Investing reported no remaining NewMarket position as of Q3 2025 after selling out during the quarter.
  • Inspire Investing sold 564 NewMarket shares in Q3 2025, an estimated $390K.
  • Inspire Investing first reported a position in NewMarket in Q3 2021 and held it in 16 quarters.
  • Inspire Investing's NewMarket position peaked at $413K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held NewMarket as of Q3 2025.

Based on Inspire Investing's 13F filing for Q3 2025, filed 15 Oct 2025.