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
Q3 		$3.17M Buy
1,219,797
+1,045,997
+602% +$3.07M ﹤0.01% 4567
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

Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group's NEOV Position: Q3 2026 in Review

UBS Group increased its NeoVolta (NEOV) stake by 602% in Q3 2026, buying an estimated $3.07M and bringing the position to 1,219,797 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4567.

UBS Group first reported a position in NEOV in Q3 2022 and has held it in 13 quarters since. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • UBS Group held 1,219,797 shares of NeoVolta worth $3.17M as of Q3 2026.
  • UBS Group bought 1,045,997 NeoVolta shares in Q3 2026, an estimated $3.07M.
  • NeoVolta made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4567 holding.
  • UBS Group first reported a position in NeoVolta in Q3 2022 and has held it in 13 quarters since.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.