AWE
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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
Q3 		$289K Sell
3,056
-442
-13% -$44K 0.01% 616
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

DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Avidian Wealth Enterprises's VOYA Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Voya Financial (VOYA) stake by 13% in Q3 2026, selling an estimated $44K and leaving 3,056 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #616.

Avidian Wealth Enterprises first reported a position in VOYA in Q4 2021 and has held it in 20 quarters since. The position peaked at $441K in Q3 2024. 14 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • Avidian Wealth Enterprises held 3,056 shares of Voya Financial worth $289K as of Q3 2026.
  • Avidian Wealth Enterprises sold 442 Voya Financial shares in Q3 2026, an estimated $44K.
  • Voya Financial made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #616 holding.
  • Avidian Wealth Enterprises first reported a position in Voya Financial in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Voya Financial position peaked at $441K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.