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Clearstead Advisors’s Voya Financial VOYA Stock Holding History

Clearstead Advisors’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
Q1 		$22.6K Sell
331
-1,456
-81% -$106K ﹤0.01% 1429
2025
Q4 		$133K Buy
1,787
+1,103
+161% +$80.4K ﹤0.01% 1038
2025
Q3 		$51.2K Buy
684
+46
+7% +$3.39K ﹤0.01% 1272
2025
Q2 		$45.3K Buy
638
+343
+116% +$22K ﹤0.01% 1318
2025
Q1 		$20K Hold
295
– – ﹤0.01% 1425
2024
Q4 		$20.3K Hold
295
– – ﹤0.01% 1384
2024
Q3 		$23.4K Hold
295
– – ﹤0.01% 1380
2024
Q2 		$21K Hold
295
– – ﹤0.01% 1368
2024
Q1 		$21.7K Hold
295
– – ﹤0.01% 935
2023
Q4 		$21.5K Sell
295
-685
-70% -$47.8K ﹤0.01% 927
2023
Q3 		$65.1K Buy
+980
New +$69.8K ﹤0.01% 836

Other funds holding VOYA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return