PWMG
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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
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 $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