Cerity Partners
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Cerity Partners’s NeoGenomics NEO Stock Holding History

Cerity Partners’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$825K Buy
56,533
+26,335
+87% +$254K ﹤0.01% 2111
2026
Q1 		$224K Sell
30,198
-2,125
-7% -$22.4K ﹤0.01% 2809
2025
Q4 		$380K Buy
32,323
+4,814
+17% +$51.9K ﹤0.01% 2268
2025
Q3 		$212K Buy
27,509
+5,989
+28% +$41.9K ﹤0.01% 2476
2025
Q2 		$157K Buy
+21,520
New +$174K ﹤0.01% 2411
2023
Q2 		– Sell
-1,451
Closed -$588K – 1850
2023
Q1 		$588K Buy
+1,451
New +$20.7K ﹤0.01% 1218

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cerity Partners's NEO Position: Q2 2026 in Review

Cerity Partners increased its NeoGenomics (NEO) stake by 87% in Q2 2026, buying an estimated $254K and bringing the position to 56,533 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Cerity Partners first reported a position in NEO in Q1 2023 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Cerity Partners held 56,533 shares of NeoGenomics worth $825K as of Q2 2026.
  • Cerity Partners bought 26,335 NeoGenomics shares in Q2 2026, an estimated $254K.
  • NeoGenomics made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2111 holding.
  • Cerity Partners first reported a position in NeoGenomics in Q1 2023 and has held it in 6 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.