RWM
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Rialto Wealth Management’s NewMarket NEU Stock Holding History

Rialto Wealth Management’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 		$641 Hold
1
– – ﹤0.01% 1273
2025
Q4 		$688 Hold
1
– – ﹤0.01% 1130
2025
Q3 		$829 Hold
1
– – ﹤0.01% 998
2025
Q2 		$691 Buy
+1
New +$620 ﹤0.01% 997

Other funds holding NEU

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
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 $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rialto Wealth Management's NEU Position: Q1 2026 in Review

Rialto Wealth Management held its NewMarket (NEU) position steady in Q1 2026 at 1 share worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Rialto Wealth Management first reported a position in NEU in Q2 2025 and has held it in 4 quarters since. The position peaked at $829 in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Rialto Wealth Management held 1 share of NewMarket worth $641 as of Q1 2026.
  • Rialto Wealth Management left its NewMarket share count unchanged in Q1 2026.
  • NewMarket made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1273 holding.
  • Rialto Wealth Management first reported a position in NewMarket in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's NewMarket position peaked at $829 in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.