Fidelity Investments
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Fidelity Investments’s NeoVolta NEOV Stock Holding History

Fidelity Investments’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205 Sell
67
-21
-24% -$82 ﹤0.01% 5226
2025
Q4 		$269 Buy
88
+55
+167% +$232 ﹤0.01% 5192
2025
Q3 		$149 Hold
33
– – ﹤0.01% 5173
2025
Q2 		$110 Buy
+33
New +$95 ﹤0.01% 5131
2025
Q1 		– Sell
-200
Closed -$1.04K – 5563
2024
Q4 		$1.04K Buy
+200
New +$842 ﹤0.01% 4926

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fidelity Investments's NEOV Position: Q1 2026 in Review

Fidelity Investments reduced its NeoVolta (NEOV) stake by 24% in Q1 2026, selling an estimated $82 and leaving 67 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #5226.

Fidelity Investments first reported a position in NEOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04K in Q4 2024. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Fidelity Investments held 67 shares of NeoVolta worth $205 as of Q1 2026.
  • Fidelity Investments sold 21 NeoVolta shares in Q1 2026, an estimated $82.
  • NeoVolta made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5226 holding.
  • Fidelity Investments first reported a position in NeoVolta in Q4 2024 and has held it in 5 quarters since.
  • Fidelity Investments's NeoVolta position peaked at $1.04K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.