RWM
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Ritholtz Wealth Management’s NewMarket NEU Stock Holding History

Ritholtz 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 		$2.8M Buy
4,363
+1,302
+43% +$844K 0.05% 292
2025
Q4 		$2.1M Buy
3,061
+1,167
+62% +$891K 0.04% 341
2025
Q3 		$1.57M Buy
1,894
+784
+71% +$604K 0.03% 394
2025
Q2 		$767K Buy
1,110
+26
+2% +$16.1K 0.02% 517
2025
Q1 		$614K Sell
1,084
-521
-32% -$275K 0.02% 536
2024
Q4 		$848K Sell
1,605
-143
-8% -$76.6K 0.02% 403
2024
Q3 		$965K Buy
1,748
+97
+6% +$53.1K 0.03% 377
2024
Q2 		$851K Sell
1,651
-92
-5% -$51.2K 0.03% 385
2024
Q1 		$1.11M Buy
1,743
+517
+42% +$310K 0.04% 333
2023
Q4 		$669K Buy
1,226
+773
+171% +$389K 0.03% 417
2023
Q3 		$206K Buy
+453
New +$205K 0.01% 642

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