RWM
NEU icon

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
Q2 		$4.34M Buy
5,481
+1,118
+26% +$806K 0.06% 218
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 $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's NEU Position: Q2 2026 in Review

Ritholtz Wealth Management increased its NewMarket (NEU) stake by 26% in Q2 2026, buying an estimated $806K and bringing the position to 5,481 shares worth $4.34M. The position accounts for 0.06% of the portfolio, ranked #218.

Ritholtz Wealth Management first reported a position in NEU in Q3 2023 and has held it in 12 quarters since. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Ritholtz Wealth Management held 5,481 shares of NewMarket worth $4.34M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,118 NewMarket shares in Q2 2026, an estimated $806K.
  • NewMarket made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Ritholtz Wealth Management first reported a position in NewMarket in Q3 2023 and has held it in 12 quarters since.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.