Ray Dalio
NEU icon

Ray Dalio’s NewMarket NEU Stock Holding History

Ray Dalio’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 		$1.81M Sell
2,822
-3,215
-53% -$2.08M 0.01% 678
2025
Q4 		$4.15M Sell
6,037
-210
-3% -$160K 0.02% 588
2025
Q3 		$5.17M Buy
6,247
+1,014
+19% +$781K 0.02% 490
2025
Q2 		$3.62M Buy
5,233
+2,579
+97% +$1.6M 0.01% 365
2025
Q1 		$1.5M Buy
2,654
+2,081
+363% +$1.1M 0.01% 480
2024
Q4 		$303K Sell
573
-6,828
-92% -$3.66M ﹤0.01% 628
2024
Q3 		$4.08M Sell
7,401
-2,820
-28% -$1.54M 0.02% 404
2024
Q2 		$5.27M Sell
10,221
-4,613
-31% -$2.57M 0.03% 349
2024
Q1 		$9.41M Sell
14,834
-1,788
-11% -$1.07M 0.05% 266
2023
Q4 		$9.07M Buy
16,622
+1,428
+9% +$718K 0.05% 255
2023
Q3 		$6.91M Buy
15,194
+4,098
+37% +$1.85M 0.04% 296
2023
Q2 		$4.46M Sell
11,096
-23
-0.2% -$8.97K 0.03% 329
2023
Q1 		$4.06M Buy
+11,119
New +$3.85M 0.02% 354
2022
Q3 		– Sell
-686
Closed -$206K – 974
2022
Q2 		$206K Buy
+686
New +$222K ﹤0.01% 971
2021
Q2 		– Sell
-755
Closed -$287K – 747
2021
Q1 		$287K Buy
+755
New +$302K ﹤0.01% 417
2019
Q1 		– Sell
-1,627
Closed -$670K – 441
2018
Q4 		$670K Buy
+1,627
New +$644K 0.01% 369
2018
Q3 		– Sell
-733
Closed -$296K – 439
2018
Q2 		$296K Sell
733
-506
-41% -$198K ﹤0.01% 424
2018
Q1 		$498K Buy
+1,239
New +$505K ﹤0.01% 393
2015
Q4 		– Sell
-1,100
Closed -$393K – 369
2015
Q3 		$393K Buy
+1,100
New +$446K 0.01% 372
2015
Q2 		– Sell
-500
Closed -$239K – 370
2015
Q1 		$239K Hold
500
– – ﹤0.01% 291
2014
Q4 		$202K Buy
+500
New +$193K ﹤0.01% 324

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ray Dalio's NEU Position: Q1 2026 in Review

Ray Dalio reduced its NewMarket (NEU) stake by 53% in Q1 2026, selling an estimated $2.08M and leaving 2,822 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #678.

Ray Dalio first reported a position in NEU in Q4 2014 and has held it in 21 quarters since. The position peaked at $9.41M in Q1 2024. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Ray Dalio held 2,822 shares of NewMarket worth $1.81M as of Q1 2026.
  • Ray Dalio sold 3,215 NewMarket shares in Q1 2026, an estimated $2.08M.
  • NewMarket made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #678 holding.
  • Ray Dalio first reported a position in NewMarket in Q4 2014 and has held it in 21 quarters since.
  • Ray Dalio's NewMarket position peaked at $9.41M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.