Marshall Wace
NEOV icon

Marshall Wace’s NeoVolta NEOV Stock Holding History

Marshall Wace’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 		$388K Buy
125,991
+106,036
+531% +$413K ﹤0.01% 2557
2025
Q4 		$60.7K Sell
19,955
-63,635
-76% -$269K ﹤0.01% 2760
2025
Q3 		$373K Buy
+83,590
New +$370K ﹤0.01% 2345
2025
Q1 		– Sell
-32,132
Closed -$167K – 2937
2024
Q4 		$167K Buy
+32,132
New +$135K ﹤0.01% 2383

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

Marshall Wace's NEOV Position: Q1 2026 in Review

Marshall Wace increased its NeoVolta (NEOV) stake by 531% in Q1 2026, buying an estimated $413K and bringing the position to 125,991 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Marshall Wace first reported a position in NEOV in Q4 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Marshall Wace held 125,991 shares of NeoVolta worth $388K as of Q1 2026.
  • Marshall Wace bought 106,036 NeoVolta shares in Q1 2026, an estimated $413K.
  • NeoVolta made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2557 holding.
  • Marshall Wace first reported a position in NeoVolta in Q4 2024 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.