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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
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 $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

USA Financial Formulas's NEU Position: Q1 2026 in Review

USA Financial Formulas opened a new position in NewMarket (NEU) in Q1 2026: 1 share worth $641. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in NEU as recently as Q3 2023.

USA Financial Formulas first reported a position in NEU in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.82K in Q3 2023. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • USA Financial Formulas held 1 share of NewMarket worth $641 as of Q1 2026.
  • NewMarket was a new USA Financial Formulas position in Q1 2026.
  • NewMarket made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #367 holding.
  • USA Financial Formulas first reported a position in NewMarket in Q1 2023 and has held it in 4 quarters since.
  • USA Financial Formulas's NewMarket position peaked at $1.82K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.