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JFS Wealth Advisors’s Neogen NEOG Stock Holding History

JFS 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 		$135 Buy
+15
New +$138 ﹤0.01% 2206
2025
Q1 		– Sell
-6
Closed -$73 – 1973
2024
Q4 		$73 Sell
6
-50
-89% -$699 ﹤0.01% 1899
2024
Q3 		$942 Buy
56
+26
+87% +$428 ﹤0.01% 1707
2024
Q2 		$469 Buy
+30
New +$417 ﹤0.01% 1818
2023
Q4 		– Sell
-75
Closed -$1.39K – 2026
2023
Q3 		$1.39K Buy
75
+5
+7% +$109 ﹤0.01% 1499
2023
Q2 		$1.52K Buy
70
+25
+56% +$452 ﹤0.01% 1484
2023
Q1 		$834 Sell
45
-351
-89% -$6.6K ﹤0.01% 1627
2022
Q4 		$6.03K Hold
396
– – ﹤0.01% 919
2022
Q3 		$6K Buy
396
+377
+1,984% +$7.59K ﹤0.01% 931
2022
Q2 		$0 Sell
19
-24
-56% -$644 ﹤0.01% 1869
2022
Q1 		$1K Buy
43
+25
+139% +$899 ﹤0.01% 1692
2021
Q4 		$1K Buy
+18
New +$770 ﹤0.01% 1471

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

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

JFS Wealth Advisors opened a new position in Neogen (NEOG) in Q2 2026: 15 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in NEOG as recently as Q4 2024.

JFS Wealth Advisors first reported a position in NEOG in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.03K in Q4 2022. 316 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • JFS Wealth Advisors held 15 shares of Neogen worth $135 as of Q2 2026.
  • Neogen was a new JFS Wealth Advisors position in Q2 2026.
  • Neogen made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2206 holding.
  • JFS Wealth Advisors first reported a position in Neogen in Q4 2021 and has held it in 12 quarters since.
  • JFS Wealth Advisors's Neogen position peaked at $6.03K in Q4 2022.
  • 316 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.