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Private Wealth Management Group’s Neogen NEOG Stock Holding History

Private Wealth Management Group’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 		$15.9K Hold
1,772
– – ﹤0.01% 445
2026
Q1 		$16.5K Hold
1,772
– – ﹤0.01% 379
2025
Q4 		$12.4K Hold
1,772
– – ﹤0.01% 451
2025
Q3 		$10.1K Hold
1,772
– – ﹤0.01% 506
2025
Q2 		$8.47K Buy
1,772
+1,156
+188% +$6.63K ﹤0.01% 547
2025
Q1 		$5.34K Buy
616
+260
+73% +$2.73K ﹤0.01% 703
2024
Q4 		$4.32K Sell
356
-31
-8% -$434 ﹤0.01% 804
2024
Q3 		$6.51K Hold
387
– – ﹤0.01% 623
2024
Q2 		$6.05K Sell
387
-206
-35% -$2.86K ﹤0.01% 627
2024
Q1 		$9.36K Sell
593
-49
-8% -$820 ﹤0.01% 421
2023
Q4 		$12.9K Buy
+642
New +$10.9K 0.01% 354

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

Private Wealth Management Group's NEOG Position: Q2 2026 in Review

Private Wealth Management Group held its Neogen (NEOG) position steady in Q2 2026 at 1,772 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Private Wealth Management Group first reported a position in NEOG in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5K in Q1 2026. 317 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • Private Wealth Management Group held 1,772 shares of Neogen worth $15.9K as of Q2 2026.
  • Private Wealth Management Group left its Neogen share count unchanged in Q2 2026.
  • Neogen made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #445 holding.
  • Private Wealth Management Group first reported a position in Neogen in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Neogen position peaked at $16.5K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.