Rothschild Investment LLC’s NeoGenomics NEO Stock Holding History

Rothschild Investment LLC’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.7K	Buy	1,353 +1,081	+397%	+$10.4K	﹤0.01%	1552
2026 Q1	$2.02K	Sell	272 -33	-11%	-$347	﹤0.01%	2560
2025 Q4	$3.59K	Buy	305 +15	+5%	+$162	﹤0.01%	2060
2025 Q3	$2.24K	Buy	290 +115	+66%	+$806	﹤0.01%	2159
2025 Q2	$1.28K	Buy	175 +65	+59%	+$525	﹤0.01%	2330
2025 Q1	$1.04K	Sell	110 -45	-29%	-$562	﹤0.01%	2316
2024 Q4	$2.55K	Buy	155 +35	+29%	+$544	﹤0.01%	1655
2024 Q3	$1.77K	Buy	120 +90	+300%	+$1.41K	﹤0.01%	1794
2024 Q2	$416	Buy	30 +20	+200%	+$284	﹤0.01%	2132
2024 Q1	$157	Buy	+10	New	+$154	﹤0.01%	1876

Other funds holding NEO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Rothschild Investment LLC's NEO Position: Q2 2026 in Review

Rothschild Investment LLC increased its NeoGenomics (NEO) stake by 397% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,353 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Rothschild Investment LLC first reported a position in NEO in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Rothschild Investment LLC held 1,353 shares of NeoGenomics worth $19.7K as of Q2 2026.
Rothschild Investment LLC bought 1,081 NeoGenomics shares in Q2 2026, an estimated $10.4K.
NeoGenomics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1552 holding.
Rothschild Investment LLC first reported a position in NeoGenomics in Q1 2024 and has held it in 10 quarters since.
95 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.