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Sequoia Financial Advisors’s NewMarket NEU Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-868
Closed -$597K – 2018
2025
Q4 		$597K Buy
868
+77
+10% +$58.8K ﹤0.01% 1189
2025
Q3 		$655K Buy
791
+312
+65% +$240K ﹤0.01% 990
2025
Q2 		$331K Buy
+479
New +$297K ﹤0.01% 1223

Other funds holding NEU

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Sequoia Financial Advisors's NEU Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of NewMarket (NEU) in Q1 2026, closing a stake of 868 shares — an estimated $597K sold.

Sequoia Financial Advisors first reported a position in NEU in Q2 2025 and held it in 3 quarters. The position peaked at $655K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 868 NewMarket shares in Q1 2026, an estimated $597K.
  • Sequoia Financial Advisors first reported a position in NewMarket in Q2 2025 and held it in 3 quarters.
  • Sequoia Financial Advisors's NewMarket position peaked at $655K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.