ORG Partners’s NewMarket NEU Stock Holding History

ORG Partners’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	$208K	Buy	303 +3	+1%	+$2.29K	0.04%	329
2025 Q3	$248K	Hold	300	–	–	0.05%	304
2025 Q2	$212K	Hold	300	–	–	0.05%	310
2025 Q1	$170K	Hold	300	–	–	0.04%	300
2024 Q4	$159K	Buy	+300	New	+$161K	0.02%	356
2024 Q2	–	Sell	-48	Closed	-$30.4K	–	1825
2024 Q1	$30.4K	Buy	+48	New	+$28.8K	0.06%	185

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

ORG Partners's NEU Position: Q4 2025 in Review

ORG Partners increased its NewMarket (NEU) stake by 1% in Q4 2025, buying an estimated $2.29K and bringing the position to 303 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #329.

ORG Partners first reported a position in NEU in Q1 2024 and has held it in 6 quarters since. The position peaked at $248K in Q3 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

ORG Partners held 303 shares of NewMarket worth $208K as of Q4 2025.
ORG Partners bought 3 NewMarket shares in Q4 2025, an estimated $2.29K.
NewMarket made up 0.04% of ORG Partners's portfolio in Q4 2025, its #329 holding.
ORG Partners first reported a position in NewMarket in Q1 2024 and has held it in 6 quarters since.
ORG Partners's NewMarket position peaked at $248K in Q3 2025.
414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.