MassMutual Private Wealth & Trust’s NeoGenomics NEO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93K	Hold	338	–	–	﹤0.01%	1688
2026 Q1	$2.51K	Buy	338 +22	+7%	+$231	﹤0.01%	1916
2025 Q4	$3.72K	Hold	316	–	–	﹤0.01%	1803
2025 Q3	$2.44K	Sell	316 -37	-10%	-$259	﹤0.01%	1929
2025 Q2	$2.58K	Buy	353 +128	+57%	+$1.03K	﹤0.01%	1879
2025 Q1	$2.13K	Hold	225	–	–	﹤0.01%	1894
2024 Q4	$3.71K	Sell	225 -100	-31%	-$1.55K	﹤0.01%	1637
2024 Q3	$4.79K	Buy	325 +100	+44%	+$1.56K	﹤0.01%	1399
2024 Q2	$3.12K	Sell	225 -103	-31%	-$1.46K	﹤0.01%	1486
2024 Q1	$5.16K	Sell	328 -16	-5%	-$247	﹤0.01%	1268
2023 Q4	$5.57K	Buy	344 +53	+18%	+$867	﹤0.01%	1210
2023 Q3	$3.58K	Sell	291 -29	-9%	-$431	﹤0.01%	1350
2023 Q2	$5.14K	Buy	320 +287	+870%	+$4.73K	﹤0.01%	1201
2023 Q1	$575	Hold	33	–	–	﹤0.01%	1654
2022 Q4	$0	Sell	33 -153	-82%	-$1.43K	﹤0.01%	1776
2022 Q3	$2K	Buy	+186	New	+$1.85K	﹤0.01%	1247
2022 Q1	–	Sell	-19	Closed	-$400	–	1597
2021 Q4	$1K	Buy	+19	New	+$744	﹤0.01%	1263

Other funds holding NEO

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's NEO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its NeoGenomics (NEO) position steady in Q2 2026 at 338 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

MassMutual Private Wealth & Trust first reported a position in NEO in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.57K in Q4 2023. 60 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

MassMutual Private Wealth & Trust held 338 shares of NeoGenomics worth $4.93K as of Q2 2026.
MassMutual Private Wealth & Trust left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1688 holding.
MassMutual Private Wealth & Trust first reported a position in NeoGenomics in Q4 2021 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's NeoGenomics position peaked at $5.57K in Q4 2023.
60 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.