Larson Financial Group’s NewMarket NEU Stock Holding History

Larson Financial Group’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 Q2	$669K	Buy	845 +130	+18%	+$93.7K	0.02%	475
2026 Q1	$458K	Sell	715 -177	-20%	-$115K	0.01%	502
2025 Q4	$613K	Buy	892 +5	+0.6%	+$3.82K	0.02%	411
2025 Q3	$735K	Buy	887 +145	+20%	+$112K	0.03%	374
2025 Q2	$513K	Buy	742 +129	+21%	+$80K	0.02%	427
2025 Q1	$347K	Buy	613 +117	+24%	+$61.7K	0.02%	485
2024 Q4	$262K	Buy	496 +14	+3%	+$7.5K	0.01%	504
2024 Q3	$266K	Buy	482 +164	+52%	+$89.8K	0.02%	503
2024 Q2	$164K	Buy	+318	New	+$177K	0.01%	529
2021 Q4	–	Sell	-62	Closed	-$21K	–	1145
2021 Q3	$21K	Buy	+62	New	+$20.3K	﹤0.01%	459

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Larson Financial Group's NEU Position: Q2 2026 in Review

Larson Financial Group increased its NewMarket (NEU) stake by 18% in Q2 2026, buying an estimated $93.7K and bringing the position to 845 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #475.

Larson Financial Group first reported a position in NEU in Q3 2021 and has held it in 10 quarters since. The position peaked at $735K in Q3 2025. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Larson Financial Group held 845 shares of NewMarket worth $669K as of Q2 2026.
Larson Financial Group bought 130 NewMarket shares in Q2 2026, an estimated $93.7K.
NewMarket made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #475 holding.
Larson Financial Group first reported a position in NewMarket in Q3 2021 and has held it in 10 quarters since.
Larson Financial Group's NewMarket position peaked at $735K in Q3 2025.
424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.