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
Q2 		$266K Sell
84,514
-29,816
-26% -$75.5K ﹤0.01% 3846
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 $243M AUM 8.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Northern Trust's NEOV Position: Q2 2026 in Review

Northern Trust reduced its NeoVolta (NEOV) stake by 26% in Q2 2026, selling an estimated $75.5K and leaving 84,514 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Northern Trust first reported a position in NEOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $667K in Q4 2024. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Northern Trust held 84,514 shares of NeoVolta worth $266K as of Q2 2026.
  • Northern Trust sold 29,816 NeoVolta shares in Q2 2026, an estimated $75.5K.
  • NeoVolta made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3846 holding.
  • Northern Trust first reported a position in NeoVolta in Q3 2022 and has held it in 16 quarters since.
  • Northern Trust's NeoVolta position peaked at $667K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.