Marshall Wace
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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
Q2 		$6.22M Buy
1,975,423
+1,849,432
+1,468% +$4.69M ﹤0.01% 1258
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 $243M AUM 8.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Marshall Wace's NEOV Position: Q2 2026 in Review

Marshall Wace increased its NeoVolta (NEOV) stake by 1,468% in Q2 2026, buying an estimated $4.69M and bringing the position to 1,975,423 shares worth $6.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Marshall Wace first reported a position in NEOV in Q4 2024 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Marshall Wace held 1,975,423 shares of NeoVolta worth $6.22M as of Q2 2026.
  • Marshall Wace bought 1,849,432 NeoVolta shares in Q2 2026, an estimated $4.69M.
  • NeoVolta made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1258 holding.
  • Marshall Wace first reported a position in NeoVolta in Q4 2024 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.