Avidian Wealth Enterprises’s Voya Financial VOYA Stock Holding History

Avidian Wealth Enterprises’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	$317K	Sell	3,498 -92	-3%	-$7.49K	0.01%	583
2026 Q1	$245K	Sell	3,590 -80	-2%	-$5.8K	0.01%	592
2025 Q4	$273K	Hold	3,670	–	–	0.01%	493
2025 Q3	$275K	Sell	3,670 -595	-14%	-$43.9K	0.01%	488
2025 Q2	$303K	Sell	4,265 -561	-12%	-$36K	0.01%	443
2025 Q1	$327K	Sell	4,826 -334	-6%	-$23.4K	0.01%	394
2024 Q4	$355K	Sell	5,160 -405	-7%	-$31.6K	0.02%	365
2024 Q3	$441K	Sell	5,565 -100	-2%	-$7.14K	0.02%	318
2024 Q2	$403K	Hold	5,665	–	–	0.02%	328
2024 Q1	$419K	Hold	5,665	–	–	0.02%	293
2023 Q4	$413K	Hold	5,665	–	–	0.03%	293
2023 Q3	$376K	Hold	5,665	–	–	0.03%	293
2023 Q2	$406K	Buy	5,665 +1,560	+38%	+$112K	0.03%	302
2023 Q1	$293K	Hold	4,105	–	–	0.02%	385
2022 Q4	$252K	Hold	4,105	–	–	0.02%	392
2022 Q3	$248K	Sell	4,105 -711	-15%	-$43.5K	0.02%	361
2022 Q2	$287K	Sell	4,816 -500	-9%	-$32.2K	0.02%	362
2022 Q1	$353K	Sell	5,316 -100	-2%	-$6.82K	0.02%	361
2021 Q4	$359K	Buy	+5,416	New	+$357K	0.02%	368

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

Avidian Wealth Enterprises's VOYA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Voya Financial (VOYA) stake by 2.6% in Q2 2026, selling an estimated $7.49K and leaving 3,498 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #583.

Avidian Wealth Enterprises first reported a position in VOYA in Q4 2021 and has held it in 19 quarters since. The position peaked at $441K in Q3 2024. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Avidian Wealth Enterprises held 3,498 shares of Voya Financial worth $317K as of Q2 2026.
Avidian Wealth Enterprises sold 92 Voya Financial shares in Q2 2026, an estimated $7.49K.
Voya Financial made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #583 holding.
Avidian Wealth Enterprises first reported a position in Voya Financial in Q4 2021 and has held it in 19 quarters since.
Avidian Wealth Enterprises's Voya Financial position peaked at $441K in Q3 2024.
511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.