Newbridge Financial Services Group’s NewMarket NEU Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-13	Closed	-$10.8K	–	1354
2025 Q3	$10.8K	Hold	13	–	–	﹤0.01%	883
2025 Q2	$8.98K	Hold	13	–	–	﹤0.01%	917
2025 Q1	$7.36K	Hold	13	–	–	﹤0.01%	736
2024 Q4	$6.87K	Buy	+13	New	+$6.96K	﹤0.01%	806
2023 Q3	–	Sell	-10	Closed	-$3.83K	–	1371
2023 Q2	$3.83K	Buy	10 +1	+11%	+$390	﹤0.01%	1052
2023 Q1	$3.45K	Hold	9	–	–	﹤0.01%	1129
2022 Q4	$2.92K	Hold	9	–	–	﹤0.01%	1165
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	1141
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	1116
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	1218
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	1174
2021 Q3	$3K	Hold	9	–	–	﹤0.01%	1123
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	1223
2021 Q1	$3K	Buy	+9	New	+$3.6K	﹤0.01%	1127

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

Newbridge Financial Services Group's NEU Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of NewMarket (NEU) in Q4 2025, closing a stake of 13 shares — an estimated $10.8K sold.

Newbridge Financial Services Group first reported a position in NEU in Q1 2021 and held it in 14 quarters. The position peaked at $10.8K in Q3 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

Newbridge Financial Services Group reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 13 NewMarket shares in Q4 2025, an estimated $10.8K.
Newbridge Financial Services Group first reported a position in NewMarket in Q1 2021 and held it in 14 quarters.
Newbridge Financial Services Group's NewMarket position peaked at $10.8K in Q3 2025.
414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.