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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
Q2 		$20.9K Sell
2,330
-811
-26% -$7.44K ﹤0.01% 2395
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
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 $3.38T AUM 44.17% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

EverSource Wealth Advisors's NEOG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Neogen (NEOG) stake by 26% in Q2 2026, selling an estimated $7.44K and leaving 2,330 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

EverSource Wealth Advisors first reported a position in NEOG in Q2 2022 and has held it in 17 quarters since. The position peaked at $56K in Q2 2022. 316 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • EverSource Wealth Advisors held 2,330 shares of Neogen worth $20.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 811 Neogen shares in Q2 2026, an estimated $7.44K.
  • Neogen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2395 holding.
  • EverSource Wealth Advisors first reported a position in Neogen in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Neogen position peaked at $56K in Q2 2022.
  • 316 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.