UFF
NEU icon

USA Financial Formulas’s NewMarket NEU Stock Holding History

USA Financial Formulas’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
Q2 		$791 Hold
1
– – ﹤0.01% 371
2026
Q1 		$641 Buy
+1
New +$648 ﹤0.01% 367
2023
Q4 		– Sell
-4
Closed -$1.82K – 472
2023
Q3 		$1.82K Hold
4
– – ﹤0.01% 334
2023
Q2 		$1.61K Hold
4
– – ﹤0.01% 324
2023
Q1 		$1.46K Buy
+4
New +$1.39K ﹤0.01% 262

Other funds holding NEU

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

USA Financial Formulas's NEU Position: Q2 2026 in Review

USA Financial Formulas held its NewMarket (NEU) position steady in Q2 2026 at 1 share worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #371.

USA Financial Formulas first reported a position in NEU in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.82K in Q3 2023. 424 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • USA Financial Formulas held 1 share of NewMarket worth $791 as of Q2 2026.
  • USA Financial Formulas left its NewMarket share count unchanged in Q2 2026.
  • NewMarket made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #371 holding.
  • USA Financial Formulas first reported a position in NewMarket in Q1 2023 and has held it in 5 quarters since.
  • USA Financial Formulas's NewMarket position peaked at $1.82K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.