Financial Perspectives’s NeueHealth NEUE Stock Holding History

Financial Perspectives’s Portfolio NEUE Stock Details NEUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-64	Closed	-$427	–	749
2025 Q3	$427	Hold	64	–	–	﹤0.01%	684
2025 Q2	$442	Hold	64	–	–	﹤0.01%	681
2025 Q1	$433	Hold	64	–	–	﹤0.01%	681
2024 Q4	$475	Hold	64	–	–	﹤0.01%	681
2024 Q3	$334	Hold	64	–	–	﹤0.01%	650
2024 Q2	$348	Hold	64	–	–	﹤0.01%	643
2024 Q1	$416	Hold	64	–	–	﹤0.01%	632
2023 Q4	$488	Hold	64	–	–	﹤0.01%	652
2023 Q3	$382	Hold	64	–	–	﹤0.01%	667
2023 Q2	$782	Hold	64	–	–	﹤0.01%	631
2023 Q1	$1.14K	Buy	+64	New	+$3.3K	﹤0.01%	616

Financial Perspectives's NEUE Position: Q4 2025 in Review

Financial Perspectives sold out of NeueHealth (NEUE) in Q4 2025, closing a stake of 64 shares — an estimated $427 sold.

Financial Perspectives first reported a position in NEUE in Q1 2023 and held it in 11 quarters. The position peaked at $1.14K in Q1 2023. 0 funds tracked by Wall St. Rank hold NEUE as of Q4 2025.

Financial Perspectives reported no remaining NeueHealth position as of Q4 2025 after selling out during the quarter.
Financial Perspectives sold 64 NeueHealth shares in Q4 2025, an estimated $427.
Financial Perspectives first reported a position in NeueHealth in Q1 2023 and held it in 11 quarters.
Financial Perspectives's NeueHealth position peaked at $1.14K in Q1 2023.
0 funds tracked by Wall St. Rank held NeueHealth as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.