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 Q2	$518K	Buy	653 +25	+4%	+$18K	0.01%	776
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NEU Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its NewMarket (NEU) stake by 4% in Q2 2026, buying an estimated $18K and bringing the position to 653 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #776.

Mount Yale Investment Advisors first reported a position in NEU in Q1 2018 and has held it in 13 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

Mount Yale Investment Advisors held 653 shares of NewMarket worth $518K as of Q2 2026.
Mount Yale Investment Advisors bought 25 NewMarket shares in Q2 2026, an estimated $18K.
NewMarket made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #776 holding.
Mount Yale Investment Advisors first reported a position in NewMarket in Q1 2018 and has held it in 13 quarters since.
424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.