NewEdge Advisors’s NeoGenomics NEO Stock Holding History

NewEdge Advisors’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	$296K	Buy	+20,280	New	+$196K	﹤0.01%	2500
2025 Q1	–	Sell	-18,622	Closed	-$307K	–	4062
2024 Q4	$307K	Buy	18,622 +2,558	+16%	+$39.7K	﹤0.01%	1863
2024 Q3	$237K	Buy	16,064 +10,634	+196%	+$166K	﹤0.01%	1927
2024 Q2	$75.3K	Buy	5,430 +534	+11%	+$7.57K	﹤0.01%	2201
2024 Q1	$77K	Buy	4,896 +1,711	+54%	+$26.4K	﹤0.01%	2152
2023 Q4	$51.5K	Buy	3,185 +340	+12%	+$5.56K	﹤0.01%	2220
2023 Q3	$35K	Sell	2,845 -288	-9%	-$4.28K	﹤0.01%	2211
2023 Q2	$50.3K	Buy	+3,133	New	+$51.6K	﹤0.01%	2083
2023 Q1	–	Sell	-157	Closed	-$1.45K	–	3885
2022 Q4	$1.45K	Buy	+157	New	+$1.46K	﹤0.01%	2922
2021 Q4	–	Sell	-10,310	Closed	-$497K	–	1678
2021 Q3	$497K	Buy	10,310 +736	+8%	+$34.1K	0.01%	748
2021 Q2	$433K	Buy	+9,574	New	+$424K	0.01%	780

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

NewEdge Advisors's NEO Position: Q2 2026 in Review

NewEdge Advisors opened a new position in NeoGenomics (NEO) in Q2 2026: 20,280 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in NEO as recently as Q4 2024.

NewEdge Advisors first reported a position in NEO in Q2 2021 and has held it in 11 quarters since. The position peaked at $497K in Q3 2021. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

NewEdge Advisors held 20,280 shares of NeoGenomics worth $296K as of Q2 2026.
NeoGenomics was a new NewEdge Advisors position in Q2 2026.
NeoGenomics made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2500 holding.
NewEdge Advisors first reported a position in NeoGenomics in Q2 2021 and has held it in 11 quarters since.
NewEdge Advisors's NeoGenomics position peaked at $497K in Q3 2021.
267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.