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Carolinas Wealth Consulting’s NCR Voyix VYX Stock Holding History

Carolinas Wealth Consulting’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$605 – 953
2025
Q1 		$605 Buy
+62
New +$728 ﹤0.01% 952
2023
Q1 		– Sell
-46
Closed -$655 – 1125
2022
Q4 		$655 Buy
+46
New +$612 ﹤0.01% 961

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Carolinas Wealth Consulting's VYX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NCR Voyix (VYX) in Q2 2025, closing a stake of 62 shares — an estimated $605 sold.

Carolinas Wealth Consulting first reported a position in VYX in Q4 2022 and held it in 2 quarters. The position peaked at $655 in Q4 2022. 284 funds tracked by Wall St. Rank hold VYX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NCR Voyix position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 62 NCR Voyix shares in Q2 2025, an estimated $605.
  • Carolinas Wealth Consulting first reported a position in NCR Voyix in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's NCR Voyix position peaked at $655 in Q4 2022.
  • 284 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.