SHP Wealth Management’s NewMarket NEU Stock Holding History

SHP 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 Q1	–	Sell	-1	Closed	-$687	–	1885
2025 Q4	$687	Buy	+1	New	+$763	﹤0.01%	1322

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SHP Wealth Management's NEU Position: Q1 2026 in Review

SHP Wealth Management sold out of NewMarket (NEU) in Q1 2026, closing a stake of 1 share — an estimated $687 sold.

SHP Wealth Management first reported a position in NEU in Q4 2025 and held it in 1 quarter. The position peaked at $687 in Q4 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

SHP Wealth Management reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 1 NewMarket share in Q1 2026, an estimated $687.
SHP Wealth Management first reported a position in NewMarket in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's NewMarket position peaked at $687 in Q4 2025.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.