Klingman & Associates’s NewMarket NEU Stock Holding History

Klingman & Associates’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 Q4	–	Sell	-252	Closed	-$209K	–	334
2025 Q3	$209K	Buy	+252	New	+$194K	0.01%	306

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Klingman & Associates's NEU Position: Q4 2025 in Review

Klingman & Associates sold out of NewMarket (NEU) in Q4 2025, closing a stake of 252 shares — an estimated $209K sold.

Klingman & Associates first reported a position in NEU in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

Klingman & Associates reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
Klingman & Associates sold 252 NewMarket shares in Q4 2025, an estimated $209K.
Klingman & Associates first reported a position in NewMarket in Q3 2025 and held it in 1 quarter.
Klingman & Associates's NewMarket position peaked at $209K in Q3 2025.
414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.