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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
Q2 		$107K Buy
11,869
+50
+0.4% +$459 0.01% 835
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 – 1370
2020
Q4 		$136K Buy
+3,418
New +$127K 0.03% 371

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

Pinnacle Wealth Planning Services's NEOG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Neogen (NEOG) stake by 0.42% in Q2 2026, buying an estimated $459 and bringing the position to 11,869 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #835.

Pinnacle Wealth Planning Services first reported a position in NEOG in Q4 2020 and has held it in 7 quarters since. The position peaked at $238K in Q1 2023. 317 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11,869 shares of Neogen worth $107K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 50 Neogen shares in Q2 2026, an estimated $459.
  • Neogen made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #835 holding.
  • Pinnacle Wealth Planning Services first reported a position in Neogen in Q4 2020 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's Neogen position peaked at $238K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.