Avantax Advisory Services’s Neogen NEOG Stock Holding History

Avantax Advisory Services’s Portfolio NEOG Stock Details NEOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,014	Closed	-$217K	–	2417
2025 Q1	$217K	Buy	25,014 +9,707	+63%	+$102K	﹤0.01%	2055
2024 Q4	$186K	Sell	15,307 -11,489	-43%	-$161K	﹤0.01%	2066
2024 Q3	$450K	Buy	26,796 +1,171	+5%	+$19.3K	﹤0.01%	1483
2024 Q2	$401K	Buy	+25,625	New	+$356K	﹤0.01%	1511

Other funds holding NEOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Avantax Advisory Services's NEOG Position: Q2 2025 in Review

Avantax Advisory Services sold out of Neogen (NEOG) in Q2 2025, closing a stake of 25,014 shares — an estimated $217K sold.

Avantax Advisory Services first reported a position in NEOG in Q2 2024 and held it in 4 quarters. The position peaked at $450K in Q3 2024. 317 funds tracked by Wall St. Rank hold NEOG as of Q2 2025.

Avantax Advisory Services reported no remaining Neogen position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 25,014 Neogen shares in Q2 2025, an estimated $217K.
Avantax Advisory Services first reported a position in Neogen in Q2 2024 and held it in 4 quarters.
Avantax Advisory Services's Neogen position peaked at $450K in Q3 2024.
317 funds tracked by Wall St. Rank held Neogen as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.