Envestnet Asset Management’s NeoGenomics NEO Stock Holding History
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% | 3896 |
|
|
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
FLAM
GF
NAMI
B
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 #3896.
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. 266 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 #3896 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.
- 266 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.