SRH Advisors’s NewMarket NEU Stock Holding History

SRH 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	-8	Closed	-$5.5K	–	294
2025 Q4	$5.5K	Hold	8	–	–	﹤0.01%	252
2025 Q3	$6.63K	Buy	+8	New	+$6.16K	﹤0.01%	236

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SRH Advisors's NEU Position: Q1 2026 in Review

SRH Advisors sold out of NewMarket (NEU) in Q1 2026, closing a stake of 8 shares — an estimated $5.5K sold.

SRH Advisors first reported a position in NEU in Q3 2025 and held it in 2 quarters. The position peaked at $6.63K in Q3 2025. 384 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

SRH Advisors reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
SRH Advisors sold 8 NewMarket shares in Q1 2026, an estimated $5.5K.
SRH Advisors first reported a position in NewMarket in Q3 2025 and held it in 2 quarters.
SRH Advisors's NewMarket position peaked at $6.63K in Q3 2025.
384 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.