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Strategic Wealth Partners’s NewMarket NEU Stock Holding History

Strategic Wealth Partners’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 		$360K Hold
561
– – 0.02% 231
2025
Q4 		$386K Buy
+561
New +$428K 0.03% 230

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

Strategic Wealth Partners's NEU Position: Q1 2026 in Review

Strategic Wealth Partners held its NewMarket (NEU) position steady in Q1 2026 at 561 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #231.

Strategic Wealth Partners first reported a position in NEU in Q4 2025 and has held it in 2 quarters since. The position peaked at $386K in Q4 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Strategic Wealth Partners held 561 shares of NewMarket worth $360K as of Q1 2026.
  • Strategic Wealth Partners left its NewMarket share count unchanged in Q1 2026.
  • NewMarket made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #231 holding.
  • Strategic Wealth Partners first reported a position in NewMarket in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's NewMarket position peaked at $386K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.