PWPS
NEOG icon

Pinnacle Wealth Planning Services’s Neogen NEOG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$110K Buy
11,819
+214
+2% +$2.11K 0.01% 747
2025
Q4 		$81.1K Sell
11,605
-682
-6% -$4.29K 0.01% 906
2025
Q3 		$70.2K Sell
12,287
-2,656
-18% -$14.2K 0.01% 477
2025
Q2 		$71.4K Buy
+14,943
New +$85.8K 0.01% 446
2023
Q2 		– Sell
-12,831
Closed -$238K – 496
2023
Q1 		$238K Buy
+12,831
New +$241K 0.04% 327
2021
Q1 		– Sell
-3,418
Closed -$136K – 1371
2020
Q4 		$136K Buy
+3,418
New +$127K 0.03% 371

Other funds holding NEOG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return