Spire Wealth Management’s NewMarket NEU Stock Holding History

Spire 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
2025 Q4	–	Sell	-4	Closed	-$3.31K	–	2428
2025 Q3	$3.31K	Sell	4 -4	-50%	-$3.08K	﹤0.01%	2053
2025 Q2	$5.53K	Sell	8 -6	-43%	-$3.72K	﹤0.01%	1914
2025 Q1	$8.08K	Sell	14 -18	-56%	-$9.49K	﹤0.01%	1903
2024 Q4	$17K	Hold	32	–	–	﹤0.01%	1672
2024 Q3	$17.8K	Sell	32 -7	-18%	-$3.83K	﹤0.01%	1474
2024 Q2	$20.2K	Buy	39 +19	+95%	+$10.6K	﹤0.01%	1439
2024 Q1	$12.7K	Hold	20	–	–	﹤0.01%	1640
2023 Q4	$12K	Buy	+20	New	+$10.1K	﹤0.01%	1701
2022 Q1	–	Sell	-57	Closed	-$20K	–	2754
2021 Q4	$20K	Hold	57	–	–	﹤0.01%	2119
2021 Q3	$19K	Hold	57	–	–	﹤0.01%	1877
2021 Q2	$18K	Hold	57	–	–	﹤0.01%	1918
2021 Q1	$22K	Buy	+57	New	+$22.8K	﹤0.01%	2108

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Spire Wealth Management's NEU Position: Q4 2025 in Review

Spire Wealth Management sold out of NewMarket (NEU) in Q4 2025, closing a stake of 4 shares — an estimated $3.31K sold.

Spire Wealth Management first reported a position in NEU in Q1 2021 and held it in 12 quarters. The position peaked at $22K in Q1 2021. 414 funds tracked by Wall St. Rank hold NEU as of Q4 2025.

Spire Wealth Management reported no remaining NewMarket position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 4 NewMarket shares in Q4 2025, an estimated $3.31K.
Spire Wealth Management first reported a position in NewMarket in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's NewMarket position peaked at $22K in Q1 2021.
414 funds tracked by Wall St. Rank held NewMarket as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.