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Winnow Wealth’s NewMarket NEU Stock Holding History

Winnow Wealth’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
-35
Closed -$24.1K – 406
2025
Q4 		$24.1K Hold
35
– – 0.02% 188
2025
Q3 		$29K Buy
+35
New +$27K 0.02% 184
2025
Q2 		– Sell
-35
Closed -$19.4K – 502
2025
Q1 		$19.4K Hold
35
– – 0.02% 190
2024
Q4 		$18.1K Buy
+35
New +$18.8K 0.02% 181

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

Winnow Wealth's NEU Position: Q1 2026 in Review

Winnow Wealth sold out of NewMarket (NEU) in Q1 2026, closing a stake of 35 shares — an estimated $24.1K sold.

Winnow Wealth first reported a position in NEU in Q4 2024 and held it in 4 quarters. The position peaked at $29K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Winnow Wealth reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 35 NewMarket shares in Q1 2026, an estimated $24.1K.
  • Winnow Wealth first reported a position in NewMarket in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's NewMarket position peaked at $29K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.