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Pinnacle Associates’s NewMarket NEU Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-760
Closed -$525K – 871
2025
Q2 		$525K Hold
760
– – 0.01% 621
2025
Q1 		$431K Hold
760
– – 0.01% 643
2024
Q4 		$402K Sell
760
-25
-3% -$13.4K 0.01% 650
2024
Q3 		$428K Hold
785
– – 0.01% 598
2024
Q2 		$405K Hold
785
– – 0.01% 628
2024
Q1 		$498K Hold
785
– – 0.01% 587
2023
Q4 		$428K Hold
785
– – 0.01% 606
2023
Q3 		$357K Hold
785
– – 0.01% 624
2023
Q2 		$316K Buy
+785
New +$306K 0.01% 664

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Associates's NEU Position: Q3 2025 in Review

Pinnacle Associates sold out of NewMarket (NEU) in Q3 2025, closing a stake of 760 shares — an estimated $525K sold.

Pinnacle Associates first reported a position in NEU in Q2 2023 and held it in 9 quarters. The position peaked at $525K in Q2 2025. 403 funds tracked by Wall St. Rank hold NEU as of Q3 2025.

  • Pinnacle Associates reported no remaining NewMarket position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Associates sold 760 NewMarket shares in Q3 2025, an estimated $525K.
  • Pinnacle Associates first reported a position in NewMarket in Q2 2023 and held it in 9 quarters.
  • Pinnacle Associates's NewMarket position peaked at $525K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held NewMarket as of Q3 2025.

Based on Pinnacle Associates's 13F filing for Q3 2025, filed 13 Nov 2025.