Northern Trust
NEOV icon

Northern Trust’s NeoVolta NEOV Stock Holding History

Northern Trust’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 		$352K Sell
114,330
-583
-0.5% -$2.27K ﹤0.01% 3747
2025
Q4 		$349K Buy
114,913
+20,819
+22% +$87.9K ﹤0.01% 3782
2025
Q3 		$420K Sell
94,094
-30,078
-24% -$133K ﹤0.01% 3711
2025
Q2 		$410K Buy
124,172
+614
+0.5% +$1.76K ﹤0.01% 3710
2025
Q1 		$268K Sell
123,558
-4,440
-3% -$14.9K ﹤0.01% 3833
2024
Q4 		$667K Buy
127,998
+42,678
+50% +$180K ﹤0.01% 3552
2024
Q3 		$264K Sell
85,320
-1,799
-2% -$5.06K ﹤0.01% 3788
2024
Q2 		$230K Sell
87,119
-2,896
-3% -$7.01K ﹤0.01% 3817
2024
Q1 		$106K Sell
90,015
-5,172
-5% -$6.95K ﹤0.01% 4062
2023
Q4 		$152K Buy
95,187
+42,688
+81% +$84.6K ﹤0.01% 3997
2023
Q3 		$131K Sell
52,499
-407
-0.8% -$1.18K ﹤0.01% 3944
2023
Q2 		$173K Sell
52,906
-141
-0.3% -$351 ﹤0.01% 3878
2023
Q1 		$136K Buy
53,047
+3,570
+7% +$8.89K ﹤0.01% 3994
2022
Q4 		$138K Buy
49,477
+25,873
+110% +$101K ﹤0.01% 3998
2022
Q3 		$119K Buy
+23,604
New +$102K ﹤0.01% 4056

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

Northern Trust's NEOV Position: Q1 2026 in Review

Northern Trust reduced its NeoVolta (NEOV) stake by 0.51% in Q1 2026, selling an estimated $2.27K and leaving 114,330 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Northern Trust first reported a position in NEOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $667K in Q4 2024. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Northern Trust held 114,330 shares of NeoVolta worth $352K as of Q1 2026.
  • Northern Trust sold 583 NeoVolta shares in Q1 2026, an estimated $2.27K.
  • NeoVolta made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3747 holding.
  • Northern Trust first reported a position in NeoVolta in Q3 2022 and has held it in 15 quarters since.
  • Northern Trust's NeoVolta position peaked at $667K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.