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True Wealth Design’s Neogen NEOG Stock Holding History

True Wealth Design’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 		$387 Hold
43
– – ﹤0.01% 2290
2026
Q1 		$400 Hold
43
– – ﹤0.01% 2128
2025
Q4 		$301 Hold
43
– – ﹤0.01% 2121
2025
Q3 		$246 Sell
43
-10
-19% -$53 ﹤0.01% 2252
2025
Q2 		$254 Buy
+53
New +$304 ﹤0.01% 1998

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

True Wealth Design's NEOG Position: Q2 2026 in Review

True Wealth Design held its Neogen (NEOG) position steady in Q2 2026 at 43 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

True Wealth Design first reported a position in NEOG in Q2 2025 and has held it in 5 quarters since. The position peaked at $400 in Q1 2026. 316 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • True Wealth Design held 43 shares of Neogen worth $387 as of Q2 2026.
  • True Wealth Design left its Neogen share count unchanged in Q2 2026.
  • Neogen made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2290 holding.
  • True Wealth Design first reported a position in Neogen in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Neogen position peaked at $400 in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.