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 Q2	$29.6K	Sell	9,407 -13,485	-59%	-$34.2K	﹤0.01%	6690
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	Hold	1,000	–	–	﹤0.01%	7150
2023 Q4	$1.6K	Hold	1,000	–	–	﹤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 $243M AUM 8.27% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley's NEOV Position: Q2 2026 in Review

Morgan Stanley reduced its NeoVolta (NEOV) stake by 59% in Q2 2026, selling an estimated $34.2K and leaving 9,407 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6690.

Morgan Stanley first reported a position in NEOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $138K in Q3 2025. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

Morgan Stanley held 9,407 shares of NeoVolta worth $29.6K as of Q2 2026.
Morgan Stanley sold 13,485 NeoVolta shares in Q2 2026, an estimated $34.2K.
NeoVolta made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6690 holding.
Morgan Stanley first reported a position in NeoVolta in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's NeoVolta position peaked at $138K in Q3 2025.
40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.