Mount Yale Investment Advisors’s NewMarket NEU Stock Holding History

Mount Yale Investment 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	$404K	Buy	628 +314	+100%	+$204K	0.01%	784
2025 Q4	$217K	Buy	+314	New	+$240K	0.01%	679
2025 Q3	–	Sell	-262	Closed	-$181K	–	1265
2025 Q2	$181K	Buy	+262	New	+$163K	0.01%	552
2024 Q2	–	Sell	-476	Closed	-$302K	–	571
2024 Q1	$302K	Sell	476 -32	-6%	-$19.2K	0.02%	448
2023 Q4	$277K	Sell	508 -12	-2%	-$6.03K	0.03%	432
2023 Q3	$237K	Sell	520 -42	-7%	-$19K	0.03%	442
2023 Q2	$226K	Buy	+562	New	+$219K	0.02%	444
2021 Q1	–	Sell	-509	Closed	-$203K	–	441
2020 Q4	$203K	Buy	+509	New	+$190K	0.03%	377
2020 Q3	–	Sell	-516	Closed	-$207K	–	366
2020 Q2	$207K	Buy	+516	New	+$213K	0.04%	303
2018 Q4	–	Sell	-324	Closed	-$135K	–	606
2018 Q3	$135K	Sell	324 -63	-16%	-$25.2K	0.02%	355
2018 Q2	$157K	Sell	387 -139	-26%	-$54.4K	0.03%	338
2018 Q1	$211K	Buy	+526	New	+$214K	0.05%	284

Other funds holding NEU

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Mount Yale Investment Advisors's NEU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its NewMarket (NEU) stake by 100% in Q1 2026, buying an estimated $204K and bringing the position to 628 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #784.

Mount Yale Investment Advisors first reported a position in NEU in Q1 2018 and has held it in 12 quarters since. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Mount Yale Investment Advisors held 628 shares of NewMarket worth $404K as of Q1 2026.
Mount Yale Investment Advisors bought 314 NewMarket shares in Q1 2026, an estimated $204K.
NewMarket made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #784 holding.
Mount Yale Investment Advisors first reported a position in NewMarket in Q1 2018 and has held it in 12 quarters since.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.