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SageView Advisory Group’s NewMarket NEU Stock Holding History

SageView Advisory Group’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
2025
Q4 		$8.25K Buy
+12
New +$9.16K ﹤0.01% 1788

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SageView Advisory Group's NEU Position: Q4 2025 in Review

SageView Advisory Group opened a new position in NewMarket (NEU) in Q4 2025: 12 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings.

414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

  • SageView Advisory Group held 12 shares of NewMarket worth $8.25K as of Q4 2025.
  • NewMarket was a new SageView Advisory Group position in Q4 2025.
  • NewMarket made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1788 holding.
  • 414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.