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United Capital Financial Advisors’s NewMarket NEU Stock Holding History

United Capital Financial 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 		$243K Buy
+379
New +$246K ﹤0.01% 1465
2019
Q4 		– Sell
-6
Closed -$3K – 1410
2019
Q3 		$3K Buy
+6
New +$2.68K ﹤0.01% 1306

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

United Capital Financial Advisors's NEU Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in NewMarket (NEU) in Q1 2026: 379 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in NEU as recently as Q3 2019.

United Capital Financial Advisors first reported a position in NEU in Q3 2019 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • United Capital Financial Advisors held 379 shares of NewMarket worth $243K as of Q1 2026.
  • NewMarket was a new United Capital Financial Advisors position in Q1 2026.
  • NewMarket made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1465 holding.
  • United Capital Financial Advisors first reported a position in NewMarket in Q3 2019 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.