Plan A Wealth’s Neogen NEOG Stock Holding History

Plan A Wealth’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	–	Sell	-10,736	Closed	-$99.7K	–	206
2026 Q1	$99.7K	Sell	10,736 -1,329	-11%	-$13.1K	0.05%	169
2025 Q4	$84.3K	Buy	12,065 +144	+1%	+$906	0.04%	163
2025 Q3	$68.1K	Buy	+11,921	New	+$63.6K	0.03%	166

Other funds holding NEOG

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

Plan A Wealth's NEOG Position: Q2 2026 in Review

Plan A Wealth sold out of Neogen (NEOG) in Q2 2026, closing a stake of 10,736 shares — an estimated $99.7K sold.

Plan A Wealth first reported a position in NEOG in Q3 2025 and held it in 3 quarters. The position peaked at $99.7K in Q1 2026. 316 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

Plan A Wealth reported no remaining Neogen position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 10,736 Neogen shares in Q2 2026, an estimated $99.7K.
Plan A Wealth first reported a position in Neogen in Q3 2025 and held it in 3 quarters.
Plan A Wealth's Neogen position peaked at $99.7K in Q1 2026.
316 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.