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Wealthspire Advisors (New York)’s Neogen NEOG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-664
Closed -$3.79K – 2216
2025
Q3 		$3.79K Buy
+664
New +$3.54K ﹤0.01% 2427

Other funds holding NEOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Wealthspire Advisors (New York)'s NEOG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Neogen (NEOG) in Q4 2025, closing a stake of 664 shares — an estimated $3.79K sold.

Wealthspire Advisors (New York) first reported a position in NEOG in Q3 2025 and held it in 1 quarter. The position peaked at $3.79K in Q3 2025. 305 funds tracked by Wall St. Rank hold NEOG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Neogen position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 664 Neogen shares in Q4 2025, an estimated $3.79K.
  • Wealthspire Advisors (New York) first reported a position in Neogen in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Neogen position peaked at $3.79K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Neogen as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.