Steward Partners Investment Advisory’s NeoGenomics NEO Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-117	Closed	-$855	–	4344
2025 Q2	$855	Hold	117	–	–	﹤0.01%	3893
2025 Q1	$1.11K	Hold	117	–	–	﹤0.01%	3752
2024 Q4	$1.93K	Buy	+117	New	+$1.82K	﹤0.01%	3640
2021 Q2	–	Sell	-425	Closed	-$20.5K	–	7293
2021 Q1	$20.5K	Buy	+425	New	+$22.1K	﹤0.01%	2466
2020 Q1	–	Sell	-1	Closed	–	–	2628
2019 Q4	$0	Sell	1 -1	-50%	-$24	﹤0.01%	2688
2019 Q3	$0	Hold	2	–	–	﹤0.01%	2713
2019 Q2	$0	Buy	+2	New	+$44	﹤0.01%	2661

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Steward Partners Investment Advisory's NEO Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of NeoGenomics (NEO) in Q3 2025, closing a stake of 117 shares — an estimated $855 sold.

Steward Partners Investment Advisory first reported a position in NEO in Q2 2019 and held it in 7 quarters. The position peaked at $20.5K in Q1 2021. 254 funds tracked by Wall St. Rank hold NEO as of Q3 2025.

Steward Partners Investment Advisory reported no remaining NeoGenomics position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 117 NeoGenomics shares in Q3 2025, an estimated $855.
Steward Partners Investment Advisory first reported a position in NeoGenomics in Q2 2019 and held it in 7 quarters.
Steward Partners Investment Advisory's NeoGenomics position peaked at $20.5K in Q1 2021.
254 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.