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Rothschild Investment LLC’s NewMarket NEU Stock Holding History

Rothschild Investment LLC’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 		$675K Buy
853
+710
+497% +$512K 0.03% 509
2026
Q1 		$91.7K Buy
143
+51
+55% +$33.1K ﹤0.01% 913
2025
Q4 		$63.2K Sell
92
-165
-64% -$126K ﹤0.01% 961
2025
Q3 		$213K Buy
+257
New +$198K 0.01% 585
2025
Q1 		– Sell
-1
Closed -$528 – 3076
2024
Q4 		$528 Buy
+1
New +$536 ﹤0.01% 2518

Other funds holding NEU

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Rothschild Investment LLC's NEU Position: Q2 2026 in Review

Rothschild Investment LLC increased its NewMarket (NEU) stake by 497% in Q2 2026, buying an estimated $512K and bringing the position to 853 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #509.

Rothschild Investment LLC first reported a position in NEU in Q4 2024 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Rothschild Investment LLC held 853 shares of NewMarket worth $675K as of Q2 2026.
  • Rothschild Investment LLC bought 710 NewMarket shares in Q2 2026, an estimated $512K.
  • NewMarket made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #509 holding.
  • Rothschild Investment LLC first reported a position in NewMarket in Q4 2024 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.