Raymond James Financial
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Raymond James Financial’s NeoVolta NEOV Stock Holding History

Raymond James Financial’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 		$122K Buy
+38,790
New +$98.3K ﹤0.01% 5147
2025
Q3 		– Sell
-1,490
Closed -$4.92K – 6092
2025
Q2 		$4.92K Buy
+1,490
New +$4.27K ﹤0.01% 6178

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

Raymond James Financial's NEOV Position: Q2 2026 in Review

Raymond James Financial opened a new position in NeoVolta (NEOV) in Q2 2026: 38,790 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #5147 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in NEOV as recently as Q2 2025.

Raymond James Financial first reported a position in NEOV in Q2 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Raymond James Financial held 38,790 shares of NeoVolta worth $122K as of Q2 2026.
  • NeoVolta was a new Raymond James Financial position in Q2 2026.
  • NeoVolta made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5147 holding.
  • Raymond James Financial first reported a position in NeoVolta in Q2 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.