EverSource Wealth Advisors’s Neogen NEOG Stock Holding History

EverSource Wealth Advisors’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 Q1	$29.2K	Buy	3,141 +184	+6%	+$1.81K	﹤0.01%	2255
2025 Q4	$20.7K	Sell	2,957 -1,860	-39%	-$11.7K	﹤0.01%	2363
2025 Q3	$27.5K	Buy	4,817 +539	+13%	+$2.88K	﹤0.01%	2121
2025 Q2	$20.4K	Buy	4,278 +1,175	+38%	+$6.75K	﹤0.01%	2267
2025 Q1	$26.9K	Buy	3,103 +1,575	+103%	+$16.5K	﹤0.01%	1537
2024 Q4	$18.6K	Buy	1,528 +476	+45%	+$6.66K	﹤0.01%	1664
2024 Q3	$17.7K	Buy	1,052 +227	+28%	+$3.74K	﹤0.01%	1556
2024 Q2	$14.1K	Buy	825 +311	+61%	+$4.32K	﹤0.01%	1683
2024 Q1	$6.34K	Sell	514 -419	-45%	-$7.01K	﹤0.01%	1930
2023 Q4	$18.8K	Buy	933 +60	+7%	+$1.02K	﹤0.01%	1263
2023 Q3	$16.2K	Buy	873 +22	+3%	+$479	﹤0.01%	1208
2023 Q2	$18.5K	Hold	851	–	–	﹤0.01%	1183
2023 Q1	$15.8K	Hold	851	–	–	﹤0.01%	1177
2022 Q4	$13K	Buy	851 +436	+105%	+$6.21K	﹤0.01%	1231
2022 Q3	$6K	Sell	415 -1,906	-82%	-$38.4K	﹤0.01%	1301
2022 Q2	$56K	Buy	+2,321	New	+$62.3K	0.01%	591

Other funds holding NEOG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return