Envestnet Asset Management’s NeoGenomics NEO Stock Holding History

Envestnet Asset Management’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	$659K	Sell	45,196 -18,587	-29%	-$179K	﹤0.01%	3893
2026 Q1	$473K	Buy	63,783 +34,159	+115%	+$359K	﹤0.01%	3970
2025 Q4	$348K	Sell	29,624 -5,981	-17%	-$64.5K	﹤0.01%	3933
2025 Q3	$275K	Sell	35,605 -25,444	-42%	-$178K	﹤0.01%	4137
2025 Q2	$446K	Sell	61,049 -3,019	-5%	-$24.4K	﹤0.01%	3778
2025 Q1	$608K	Sell	64,068 -16,834	-21%	-$210K	﹤0.01%	3501
2024 Q4	$1.33M	Sell	80,902 -7,226	-8%	-$112K	﹤0.01%	2965
2024 Q3	$1.3M	Sell	88,128 -6,563	-7%	-$103K	﹤0.01%	2954
2024 Q2	$1.31M	Sell	94,691 -17,151	-15%	-$243K	﹤0.01%	2848
2024 Q1	$1.76M	Buy	111,842 +3,755	+3%	+$58K	﹤0.01%	2661
2023 Q4	$1.75M	Buy	108,087 +32,698	+43%	+$535K	﹤0.01%	2557
2023 Q3	$927K	Buy	75,389 +27,097	+56%	+$403K	﹤0.01%	2864
2023 Q2	$776K	Buy	48,292 +33,954	+237%	+$560K	﹤0.01%	2949
2023 Q1	$250K	Sell	14,338 -1,905	-12%	-$27.1K	﹤0.01%	3538
2022 Q4	$150K	Sell	16,243 -10,584	-39%	-$98.7K	﹤0.01%	3734
2022 Q3	$231K	Sell	26,827 -14,405	-35%	-$143K	﹤0.01%	3510
2022 Q2	$336K	Sell	41,232 -10,725	-21%	-$102K	﹤0.01%	3294
2022 Q1	$631K	Sell	51,957 -30,972	-37%	-$652K	﹤0.01%	2985
2021 Q4	$2.83M	Sell	82,929 -1,744	-2%	-$68.3K	﹤0.01%	1944
2021 Q3	$4.08M	Sell	84,673 -25,555	-23%	-$1.18M	﹤0.01%	1656
2021 Q2	$4.98M	Buy	110,228 +1,521	+1%	+$67.4K	﹤0.01%	1528
2021 Q1	$5.24M	Buy	108,707 +58,146	+115%	+$3.03M	﹤0.01%	1390
2020 Q4	$2.72M	Sell	50,561 -3,210	-6%	-$145K	﹤0.01%	1584
2020 Q3	$1.98M	Buy	53,771 +4,125	+8%	+$153K	﹤0.01%	1624
2020 Q2	$1.54M	Buy	49,646 +9,326	+23%	+$258K	﹤0.01%	1731
2020 Q1	$1.11M	Sell	40,320 -9,396	-19%	-$281K	﹤0.01%	1756
2019 Q4	$1.45M	Buy	49,716 +9,886	+25%	+$235K	﹤0.01%	1795
2019 Q3	$762K	Buy	39,830 +2,922	+8%	+$68.5K	﹤0.01%	2125
2019 Q2	$810K	Buy	36,908 +9,309	+34%	+$204K	﹤0.01%	2087
2019 Q1	$565K	Buy	27,599 +6,741	+32%	+$117K	﹤0.01%	2274
2018 Q4	$263K	Buy	+20,858	New	+$311K	﹤0.01%	2502

Other funds holding NEO

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Envestnet Asset Management's NEO Position: Q2 2026 in Review

Envestnet Asset Management reduced its NeoGenomics (NEO) stake by 29% in Q2 2026, selling an estimated $179K and leaving 45,196 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #3893.

Envestnet Asset Management first reported a position in NEO in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.24M in Q1 2021. 71 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Envestnet Asset Management held 45,196 shares of NeoGenomics worth $659K as of Q2 2026.
Envestnet Asset Management sold 18,587 NeoGenomics shares in Q2 2026, an estimated $179K.
NeoGenomics made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3893 holding.
Envestnet Asset Management first reported a position in NeoGenomics in Q4 2018 and has held it in 31 quarters since.
Envestnet Asset Management's NeoGenomics position peaked at $5.24M in Q1 2021.
71 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.