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Waypoint Wealth Counsel’s NewMarket NEU Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-452
Closed -$311K – 272
2025
Q4 		$311K Sell
452
-167
-27% -$127K 0.11% 179
2025
Q3 		$513K Buy
619
+226
+58% +$174K 0.2% 95
2025
Q2 		$272K Buy
393
+2
+0.5% +$1.24K 0.13% 131
2025
Q1 		$221K Buy
391
+8
+2% +$4.22K 0.14% 102
2024
Q4 		$202K Hold
383
– – 0.13% 92
2024
Q3 		$211K Buy
+383
New +$210K 0.14% 95
2024
Q2 		– Sell
-445
Closed -$282K – 94
2024
Q1 		$282K Buy
445
+11
+3% +$6.59K 0.22% 77
2023
Q4 		$237K Buy
+434
New +$218K 0.2% 82

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

Waypoint Wealth Counsel's NEU Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of NewMarket (NEU) in Q1 2026, closing a stake of 452 shares — an estimated $311K sold.

Waypoint Wealth Counsel first reported a position in NEU in Q4 2023 and held it in 8 quarters. The position peaked at $513K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 452 NewMarket shares in Q1 2026, an estimated $311K.
  • Waypoint Wealth Counsel first reported a position in NewMarket in Q4 2023 and held it in 8 quarters.
  • Waypoint Wealth Counsel's NewMarket position peaked at $513K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.