Ritholtz Wealth Management
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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
Q3 		$4.5M Sell
5,011
-470
-9% -$405K 0.06% 220
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Ritholtz Wealth Management's NEU Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its NewMarket (NEU) stake by 8.6% in Q3 2026, selling an estimated $405K and leaving 5,011 shares worth $4.5M. The position accounts for 0.06% of the portfolio, ranked #220.

Ritholtz Wealth Management first reported a position in NEU in Q3 2023 and has held it in 13 quarters since. 330 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Ritholtz Wealth Management held 5,011 shares of NewMarket worth $4.5M as of Q3 2026.
  • Ritholtz Wealth Management sold 470 NewMarket shares in Q3 2026, an estimated $405K.
  • NewMarket made up 0.06% of Ritholtz Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Ritholtz Wealth Management first reported a position in NewMarket in Q3 2023 and has held it in 13 quarters since.
  • 330 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.