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Essential Partners’s NeoGenomics NEO Stock Holding History

Essential 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 		$16.3K Buy
1,119
+780
+230% +$7.53K 0.01% 988
2026
Q1 		$2.52K Buy
339
+317
+1,441% +$3.34K ﹤0.01% 1910
2025
Q4 		$259 Buy
+22
New +$237 ﹤0.01% 2378
2025
Q3 		– Sell
-266
Closed -$1.94K – 2745
2025
Q2 		$1.94K Buy
+266
New +$2.15K ﹤0.01% 1325

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 $3.37T AUM 44.26% 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

Essential Partners's NEO Position: Q2 2026 in Review

Essential Partners increased its NeoGenomics (NEO) stake by 230% in Q2 2026, buying an estimated $7.53K and bringing the position to 1,119 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #988.

Essential Partners first reported a position in NEO in Q2 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Essential Partners held 1,119 shares of NeoGenomics worth $16.3K as of Q2 2026.
  • Essential Partners bought 780 NeoGenomics shares in Q2 2026, an estimated $7.53K.
  • NeoGenomics made up 0.01% of Essential Partners's portfolio in Q2 2026, its #988 holding.
  • Essential Partners first reported a position in NeoGenomics in Q2 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.