UBS Group’s NeoGenomics NEO Stock Holding History

UBS Group’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 Q1	$1.41M	Sell	190,456 -157,118	-45%	-$1.65M	﹤0.01%	5271
2025 Q4	$4.09M	Sell	347,574 -456,676	-57%	-$4.93M	﹤0.01%	4227
2025 Q3	$6.21M	Buy	804,250 +428,445	+114%	+$3M	﹤0.01%	3816
2025 Q2	$2.75M	Sell	375,805 -122,516	-25%	-$989K	﹤0.01%	4486
2025 Q1	$4.73M	Buy	498,321 +71,921	+17%	+$898K	﹤0.01%	3835
2024 Q4	$7.03M	Buy	426,400 +287,766	+208%	+$4.47M	﹤0.01%	3458
2024 Q3	$2.04M	Buy	138,634 +63,612	+85%	+$995K	﹤0.01%	3962
2024 Q2	$1.04M	Sell	75,022 -3,431	-4%	-$48.6K	﹤0.01%	4396
2024 Q1	$1.23M	Sell	78,453 -25,674	-25%	-$396K	﹤0.01%	4429
2023 Q4	$1.68M	Buy	104,127 +70,693	+211%	+$1.16M	﹤0.01%	4004
2023 Q3	$411K	Sell	33,434 -85,096	-72%	-$1.27M	﹤0.01%	4813
2023 Q2	$1.9M	Buy	118,530 +30,850	+35%	+$508K	﹤0.01%	3568
2023 Q1	$1.53M	Buy	87,680 +7,088	+9%	+$101K	﹤0.01%	3702
2022 Q4	$745K	Buy	80,592 +42,815	+113%	+$399K	﹤0.01%	4333
2022 Q3	$325K	Buy	37,777 +8,238	+28%	+$81.8K	﹤0.01%	4709
2022 Q2	$241K	Sell	29,539 -22,430	-43%	-$214K	﹤0.01%	4770
2022 Q1	$632K	Sell	51,969 -31,506	-38%	-$663K	﹤0.01%	4511
2021 Q4	$2.85M	Buy	83,475 +693	+0.8%	+$27.1K	﹤0.01%	3413
2021 Q3	$3.99M	Buy	82,782 +42,913	+108%	+$1.99M	﹤0.01%	2911
2021 Q2	$1.8M	Sell	39,869 -35,214	-47%	-$1.56M	﹤0.01%	3671
2021 Q1	$3.62M	Sell	75,083 -41,037	-35%	-$2.14M	﹤0.01%	2948
2020 Q4	$6.25M	Buy	116,120 +37,210	+47%	+$1.68M	﹤0.01%	2239
2020 Q3	$2.91M	Sell	78,910 -15,619	-17%	-$581K	﹤0.01%	2703
2020 Q2	$2.93M	Sell	94,529 -26,322	-22%	-$729K	﹤0.01%	2521
2020 Q1	$3.34M	Sell	120,851 -26,676	-18%	-$799K	﹤0.01%	2279
2019 Q4	$4.32M	Buy	147,527 +58,090	+65%	+$1.38M	﹤0.01%	2738
2019 Q3	$1.71M	Buy	89,437 +28,079	+46%	+$659K	﹤0.01%	3451
2019 Q2	$1.35M	Buy	61,358 +26,332	+75%	+$578K	﹤0.01%	3494
2019 Q1	$717K	Sell	35,026 -15,399	-31%	-$268K	﹤0.01%	3807
2018 Q4	$636K	Buy	50,425 +12,231	+32%	+$182K	﹤0.01%	4086
2018 Q3	$587K	Buy	38,194 +3,210	+9%	+$44.4K	﹤0.01%	4304
2018 Q2	$459K	Buy	34,984 +7,983	+30%	+$87.9K	﹤0.01%	4376
2018 Q1	$220K	Sell	27,001 -10,437	-28%	-$84.6K	﹤0.01%	4721
2017 Q4	$331K	Buy	37,438 +2,479	+7%	+$22.9K	﹤0.01%	4577
2017 Q3	$389K	Buy	34,959 +1,310	+4%	+$12.8K	﹤0.01%	4404
2017 Q2	$302K	Buy	33,649 +12,604	+60%	+$100K	﹤0.01%	4483
2017 Q1	$167K	Sell	21,045 -14,965	-42%	-$122K	﹤0.01%	4751
2016 Q4	$309K	Buy	36,010 +22,200	+161%	+$190K	﹤0.01%	4460
2016 Q3	$113K	Buy	13,810 +760	+6%	+$6.38K	﹤0.01%	4920
2016 Q2	$105K	Buy	13,050 +1,100	+9%	+$8.82K	﹤0.01%	4992
2016 Q1	$81K	Hold	11,950	–	–	﹤0.01%	5130
2015 Q4	$94K	Sell	11,950 -2,500	-17%	-$18.3K	﹤0.01%	5269
2015 Q3	$83K	Buy	14,450 +9,275	+179%	+$57.4K	﹤0.01%	5382
2015 Q2	$28K	Buy	5,175 +1,050	+25%	+$5.42K	﹤0.01%	6553
2015 Q1	$19K	Buy	4,125 +4,000	+3,200%	+$17.4K	﹤0.01%	7037
2014 Q4	$1K	Buy	+125	New	+$574	﹤0.01%	9549

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

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

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

UBS Group's NEO Position: Q1 2026 in Review

UBS Group reduced its NeoGenomics (NEO) stake by 45% in Q1 2026, selling an estimated $1.65M and leaving 190,456 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #5271.

UBS Group first reported a position in NEO in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.03M in Q4 2024. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

UBS Group held 190,456 shares of NeoGenomics worth $1.41M as of Q1 2026.
UBS Group sold 157,118 NeoGenomics shares in Q1 2026, an estimated $1.65M.
NeoGenomics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5271 holding.
UBS Group first reported a position in NeoGenomics in Q4 2014 and has held it in 46 quarters since.
UBS Group's NeoGenomics position peaked at $7.03M in Q4 2024.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.