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Whipplewood Advisors’s NewMarket NEU Stock Holding History

Whipplewood 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
Q2 		– Sell
-1
Closed -$641 – 909
2026
Q1 		$641 Buy
+1
New +$648 ﹤0.01% 960
2025
Q3 		– Sell
-1
Closed -$691 – 870
2025
Q2 		$691 Sell
1
-77
-99% -$47.8K ﹤0.01% 1078
2025
Q1 		$566 Buy
78
+77
+7,700% +$40.6K ﹤0.01% 1115
2024
Q4 		$528 Buy
+1
New +$536 ﹤0.01% 1111

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

Whipplewood Advisors's NEU Position: Q2 2026 in Review

Whipplewood Advisors sold out of NewMarket (NEU) in Q2 2026, closing a stake of 1 share — an estimated $641 sold.

Whipplewood Advisors first reported a position in NEU in Q4 2024 and held it in 4 quarters. The position peaked at $691 in Q2 2025. 423 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • Whipplewood Advisors reported no remaining NewMarket position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 NewMarket share in Q2 2026, an estimated $641.
  • Whipplewood Advisors first reported a position in NewMarket in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's NewMarket position peaked at $691 in Q2 2025.
  • 423 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.