Asset Dedication LLC’s Voya Financial VOYA Stock Holding History

Asset Dedication LLC’s Portfolio VOYA Stock Details VOYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35K	Hold	37	–	–	﹤0.01%	978
2026 Q1	$2.53K	Sell	37 -280	-88%	-$20.3K	﹤0.01%	947
2025 Q4	$23.6K	Hold	317	–	–	﹤0.01%	639
2025 Q3	$23.7K	Hold	317	–	–	﹤0.01%	644
2025 Q2	$22.5K	Hold	317	–	–	﹤0.01%	668
2025 Q1	$21.5K	Buy	317 +37	+13%	+$2.59K	﹤0.01%	632
2024 Q4	$19.3K	Hold	280	–	–	﹤0.01%	654
2024 Q3	$22.2K	Hold	280	–	–	﹤0.01%	666
2024 Q2	$19.9K	Hold	280	–	–	﹤0.01%	677
2024 Q1	$21K	Hold	280	–	–	﹤0.01%	589
2023 Q4	$20K	Hold	280	–	–	﹤0.01%	576
2023 Q3	$19K	Buy	+280	New	+$19.9K	﹤0.01%	580
2020 Q1	–	Sell	-35	Closed	-$2K	–	817
2019 Q4	$2K	Buy	+35	New	+$1.98K	﹤0.01%	667

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Asset Dedication LLC's VOYA Position: Q2 2026 in Review

Asset Dedication LLC held its Voya Financial (VOYA) position steady in Q2 2026 at 37 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Asset Dedication LLC first reported a position in VOYA in Q4 2019 and has held it in 13 quarters since. The position peaked at $23.7K in Q3 2025. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Asset Dedication LLC held 37 shares of Voya Financial worth $3.35K as of Q2 2026.
Asset Dedication LLC left its Voya Financial share count unchanged in Q2 2026.
Voya Financial made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #978 holding.
Asset Dedication LLC first reported a position in Voya Financial in Q4 2019 and has held it in 13 quarters since.
Asset Dedication LLC's Voya Financial position peaked at $23.7K in Q3 2025.
511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.