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Clearstead Advisors’s NCR Voyix VYX Stock Holding History

Clearstead Advisors’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
2026
Q2 		$173K Buy
21,149
+19
+0.1% +$134 ﹤0.01% 1104
2026
Q1 		$134K Buy
21,130
+3,343
+19% +$29.5K ﹤0.01% 1074
2025
Q4 		$181K Sell
17,787
-7,092
-29% -$77K ﹤0.01% 956
2025
Q3 		$312K Sell
24,879
-2,875
-10% -$37.9K ﹤0.01% 773
2025
Q2 		$326K Buy
27,754
+2,654
+11% +$26.8K ﹤0.01% 734
2025
Q1 		$245K Buy
25,100
+1,400
+6% +$16.4K ﹤0.01% 764
2024
Q4 		$328K Hold
23,700
– – 0.01% 690
2024
Q3 		$322K Buy
23,700
+700
+3% +$9.35K 0.01% 703
2024
Q2 		$284K Buy
+23,000
New +$290K ﹤0.01% 700

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's VYX Position: Q2 2026 in Review

Clearstead Advisors increased its NCR Voyix (VYX) stake by 0.09% in Q2 2026, buying an estimated $134 and bringing the position to 21,149 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Clearstead Advisors first reported a position in VYX in Q2 2024 and has held it in 9 quarters since. The position peaked at $328K in Q4 2024. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Clearstead Advisors held 21,149 shares of NCR Voyix worth $173K as of Q2 2026.
  • Clearstead Advisors bought 19 NCR Voyix shares in Q2 2026, an estimated $134.
  • NCR Voyix made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1104 holding.
  • Clearstead Advisors first reported a position in NCR Voyix in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's NCR Voyix position peaked at $328K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.