STA
NEU icon

Summit Trail Advisors’s NewMarket NEU Stock Holding History

Summit Trail 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 		$977K Buy
1,524
+405
+36% +$263K 0.01% 934
2025
Q4 		$771K Buy
1,119
+206
+23% +$157K 0.01% 940
2025
Q3 		$758K Buy
+913
New +$703K 0.01% 956
2018
Q1 		– Sell
-2
Closed -$1K – 1235
2017
Q4 		$1K Buy
+2
New +$810 ﹤0.01% 1831

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

Summit Trail Advisors's NEU Position: Q1 2026 in Review

Summit Trail Advisors increased its NewMarket (NEU) stake by 36% in Q1 2026, buying an estimated $263K and bringing the position to 1,524 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #934.

Summit Trail Advisors first reported a position in NEU in Q4 2017 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Summit Trail Advisors held 1,524 shares of NewMarket worth $977K as of Q1 2026.
  • Summit Trail Advisors bought 405 NewMarket shares in Q1 2026, an estimated $263K.
  • NewMarket made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #934 holding.
  • Summit Trail Advisors first reported a position in NewMarket in Q4 2017 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.