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Everhart Financial Group’s Neogen NEOG Stock Holding History

Everhart Financial Group’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
2026
Q2 		$162K Hold
18,058
– – 0.01% 466
2026
Q1 		$168K Hold
18,058
– – 0.01% 450
2025
Q4 		$126K Hold
18,058
– – 0.01% 413
2025
Q3 		$103K Sell
18,058
-266
-1% -$1.42K 0.01% 386
2025
Q2 		$87.6K Buy
+18,324
New +$105K 0.01% 336

Other funds holding NEOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Everhart Financial Group's NEOG Position: Q2 2026 in Review

Everhart Financial Group held its Neogen (NEOG) position steady in Q2 2026 at 18,058 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #466.

Everhart Financial Group first reported a position in NEOG in Q2 2025 and has held it in 5 quarters since. The position peaked at $168K in Q1 2026. 317 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • Everhart Financial Group held 18,058 shares of Neogen worth $162K as of Q2 2026.
  • Everhart Financial Group left its Neogen share count unchanged in Q2 2026.
  • Neogen made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #466 holding.
  • Everhart Financial Group first reported a position in Neogen in Q2 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's Neogen position peaked at $168K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.