UBS Group
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UBS Group’s NeoVolta NEOV Stock Holding History

UBS Group’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 		$547K Sell
173,800
-65,128
-27% -$165K ﹤0.01% 6176
2026
Q1 		$736K Buy
238,928
+173,068
+263% +$675K ﹤0.01% 5782
2025
Q4 		$200K Sell
65,860
-116,599
-64% -$492K ﹤0.01% 6580
2025
Q3 		$814K Sell
182,459
-128,855
-41% -$570K ﹤0.01% 5731
2025
Q2 		$1.03M Buy
311,314
+157,626
+103% +$452K ﹤0.01% 5436
2025
Q1 		$334K Buy
153,688
+150,662
+4,979% +$505K ﹤0.01% 6163
2024
Q4 		$15.8K Sell
3,026
-25,789
-89% -$109K ﹤0.01% 8029
2024
Q3 		$89K Buy
+28,815
New +$81K ﹤0.01% 6442
2024
Q1 		– Sell
-2,367
Closed -$3.79K – 9793
2023
Q4 		$3.79K Buy
+2,367
New +$4.69K ﹤0.01% 7930
2023
Q2 		– Sell
-3,321
Closed -$8.5K – 9398
2023
Q1 		$8.5K Sell
3,321
-389
-10% -$969 ﹤0.01% 7718
2022
Q4 		$10.4K Sell
3,710
-532
-13% -$2.07K ﹤0.01% 8523
2022
Q3 		$21K Buy
+4,242
New +$18.3K ﹤0.01% 7332

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

UBS Group's NEOV Position: Q2 2026 in Review

UBS Group reduced its NeoVolta (NEOV) stake by 27% in Q2 2026, selling an estimated $165K and leaving 173,800 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #6176.

UBS Group first reported a position in NEOV in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2025. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • UBS Group held 173,800 shares of NeoVolta worth $547K as of Q2 2026.
  • UBS Group sold 65,128 NeoVolta shares in Q2 2026, an estimated $165K.
  • NeoVolta made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6176 holding.
  • UBS Group first reported a position in NeoVolta in Q3 2022 and has held it in 12 quarters since.
  • UBS Group's NeoVolta position peaked at $1.03M in Q2 2025.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.