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
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 $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
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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

UBS Group's NEOV Position: Q1 2026 in Review

UBS Group increased its NeoVolta (NEOV) stake by 263% in Q1 2026, buying an estimated $675K and bringing the position to 238,928 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #5782.

UBS Group first reported a position in NEOV in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • UBS Group held 238,928 shares of NeoVolta worth $736K as of Q1 2026.
  • UBS Group bought 173,068 NeoVolta shares in Q1 2026, an estimated $675K.
  • NeoVolta made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5782 holding.
  • UBS Group first reported a position in NeoVolta in Q3 2022 and has held it in 11 quarters since.
  • UBS Group's NeoVolta position peaked at $1.03M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.