Morgan Stanley’s NeoVolta NEOV Stock Holding History

Morgan Stanley’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	$70.5K	Sell	22,892 -2,262	-9%	-$8.82K	﹤0.01%	6292
2025 Q4	$76.5K	Sell	25,154 -5,722	-19%	-$24.2K	﹤0.01%	6290
2025 Q3	$138K	Buy	30,876 +27,285	+760%	+$121K	﹤0.01%	6030
2025 Q2	$11.8K	Sell	3,591 -5,241	-59%	-$15K	﹤0.01%	6805
2025 Q1	$19.2K	Buy	8,832 +2,049	+30%	+$6.87K	﹤0.01%	6587
2024 Q4	$35.3K	Buy	6,783 +5,783	+578%	+$24.4K	﹤0.01%	6394
2024 Q3	$3.09K	Hold	1,000	–	–	﹤0.01%	7036
2024 Q2	$2.64K	Hold	1,000	–	–	﹤0.01%	7016
2024 Q1	$1.18K	Sell	1,000 -1,000	-50%	-$1.34K	﹤0.01%	7150
2023 Q4	$3.2K	Buy	2,000 +1,000	+100%	+$1.98K	﹤0.01%	7070
2023 Q3	$2.49K	Buy	+1,000	New	+$2.91K	﹤0.01%	7079

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's NEOV Position: Q1 2026 in Review

Morgan Stanley reduced its NeoVolta (NEOV) stake by 9% in Q1 2026, selling an estimated $8.82K and leaving 22,892 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6292.

Morgan Stanley first reported a position in NEOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $138K in Q3 2025. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

Morgan Stanley held 22,892 shares of NeoVolta worth $70.5K as of Q1 2026.
Morgan Stanley sold 2,262 NeoVolta shares in Q1 2026, an estimated $8.82K.
NeoVolta made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6292 holding.
Morgan Stanley first reported a position in NeoVolta in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's NeoVolta position peaked at $138K in Q3 2025.
36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.