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Sanctuary Advisors’s NewMarket NEU Stock Holding History

Sanctuary Advisors’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 		– Sell
-291
Closed -$241K – 2524
2025
Q3 		$241K Buy
+291
New +$224K ﹤0.01% 2145
2025
Q2 		– Sell
-832
Closed -$471K – 2417
2025
Q1 		$471K Sell
832
-19
-2% -$10K ﹤0.01% 1553
2024
Q4 		$426K Buy
851
+41
+5% +$22K ﹤0.01% 1789
2024
Q3 		$439K Buy
810
+2
+0.2% +$1.09K ﹤0.01% 1774
2024
Q2 		$428K Buy
+808
New +$449K ﹤0.01% 1741

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

Sanctuary Advisors's NEU Position: Q4 2025 in Review

Sanctuary Advisors sold out of NewMarket (NEU) in Q4 2025, closing a stake of 291 shares — an estimated $241K sold.

Sanctuary Advisors first reported a position in NEU in Q2 2024 and held it in 5 quarters. The position peaked at $471K in Q1 2025. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

  • Sanctuary Advisors reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 291 NewMarket shares in Q4 2025, an estimated $241K.
  • Sanctuary Advisors first reported a position in NewMarket in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's NewMarket position peaked at $471K in Q1 2025.
  • 414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.