Northwestern Mutual Wealth Management’s NeoGenomics NEO Stock Holding History

Northwestern Mutual Wealth Management’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	$233	Buy	+16	New	+$154	﹤0.01%	3935
2025 Q4	–	Sell	-186	Closed	-$1.44K	–	4177
2025 Q3	$1.44K	Sell	186 -314	-63%	-$2.2K	﹤0.01%	3464
2025 Q2	$3.65K	Buy	+500	New	+$4.04K	﹤0.01%	3105
2025 Q1	–	Sell	-5,696	Closed	-$93.9K	–	3853
2024 Q4	$93.9K	Sell	5,696 -405	-7%	-$6.29K	﹤0.01%	1942
2024 Q3	$90K	Buy	6,101 +515	+9%	+$8.06K	﹤0.01%	1934
2024 Q2	$77.5K	Sell	5,586 -1,613	-22%	-$22.9K	﹤0.01%	1932
2024 Q1	$113K	Sell	7,199 -6,646	-48%	-$103K	﹤0.01%	1774
2023 Q4	$224K	Buy	13,845 +8,345	+152%	+$137K	﹤0.01%	1473
2023 Q3	$67.7K	Hold	5,500	–	–	﹤0.01%	1857
2023 Q2	$88.4K	Hold	5,500	–	–	﹤0.01%	1769
2023 Q1	$95.8K	Hold	5,500	–	–	﹤0.01%	1704
2022 Q4	$50.8K	Hold	5,500	–	–	﹤0.01%	1906
2022 Q3	$47K	Hold	5,500	–	–	﹤0.01%	1927
2022 Q2	$45K	Sell	5,500 -13	-0.2%	-$124	﹤0.01%	1957
2022 Q1	$67K	Buy	5,513 +13	+0.2%	+$274	﹤0.01%	1859
2021 Q4	$188K	Hold	5,500	–	–	﹤0.01%	1462
2021 Q3	$265K	Hold	5,500	–	–	﹤0.01%	1239
2021 Q2	$248K	Hold	5,500	–	–	﹤0.01%	1240
2021 Q1	$265K	Hold	5,500	–	–	﹤0.01%	1142
2020 Q4	$296K	Hold	5,500	–	–	﹤0.01%	1009
2020 Q3	$203K	Hold	5,500	–	–	﹤0.01%	1024
2020 Q2	$170K	Hold	5,500	–	–	﹤0.01%	1030
2020 Q1	$152K	Hold	5,500	–	–	﹤0.01%	980
2019 Q4	$161K	Hold	5,500	–	–	﹤0.01%	1038
2019 Q3	$105K	Sell	5,500 -133	-2%	-$3.12K	﹤0.01%	1139
2019 Q2	$124K	Buy	5,633 +67	+1%	+$1.47K	﹤0.01%	1039
2019 Q1	$114K	Buy	5,566 +66	+1%	+$1.15K	﹤0.01%	1043
2018 Q4	$69K	Hold	5,500	–	–	﹤0.01%	1125
2018 Q3	$84K	Hold	5,500	–	–	﹤0.01%	1105
2018 Q2	$72K	Hold	5,500	–	–	﹤0.01%	1104
2018 Q1	$45K	Hold	5,500	–	–	﹤0.01%	1246
2017 Q4	$49K	Hold	5,500	–	–	﹤0.01%	1162
2017 Q3	$61K	Sell	5,500 -907	-14%	-$8.83K	﹤0.01%	1046
2017 Q2	$57K	Buy	6,407 +907	+16%	+$7.2K	﹤0.01%	1045
2017 Q1	$43K	Sell	5,500 -2,987	-35%	-$24.3K	﹤0.01%	1071
2016 Q4	$73K	Hold	8,487	–	–	﹤0.01%	912
2016 Q3	$70K	Sell	8,487 -943	-10%	-$7.91K	﹤0.01%	878
2016 Q2	$76K	Hold	9,430	–	–	﹤0.01%	809
2016 Q1	$64K	Hold	9,430	–	–	﹤0.01%	831
2015 Q4	$74K	Hold	9,430	–	–	﹤0.01%	696
2015 Q3	$54K	Buy	+9,430	New	+$58.4K	﹤0.01%	693

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

Northwestern Mutual Wealth Management's NEO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in NeoGenomics (NEO) in Q2 2026: 16 shares worth $233. The stake represents ﹤0.01% of the portfolio and ranks #3935 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in NEO as recently as Q3 2025.

Northwestern Mutual Wealth Management first reported a position in NEO in Q3 2015 and has held it in 41 quarters since. The position peaked at $296K in Q4 2020. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Northwestern Mutual Wealth Management held 16 shares of NeoGenomics worth $233 as of Q2 2026.
NeoGenomics was a new Northwestern Mutual Wealth Management position in Q2 2026.
NeoGenomics made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3935 holding.
Northwestern Mutual Wealth Management first reported a position in NeoGenomics in Q3 2015 and has held it in 41 quarters since.
Northwestern Mutual Wealth Management's NeoGenomics position peaked at $296K in Q4 2020.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.