CWM
VYX icon

Congress Wealth Management’s NCR Voyix VYX Stock Holding History

Congress Wealth Management’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
-11,525
Closed -$112K – 1219
2025
Q1 		$112K Sell
11,525
-999
-8% -$11.7K ﹤0.01% 1049
2024
Q4 		$173K Sell
12,524
-19,025
-60% -$264K ﹤0.01% 861
2024
Q3 		$428K Buy
31,549
+11,724
+59% +$157K 0.01% 658
2024
Q2 		$245K Buy
+19,825
New +$250K ﹤0.01% 658

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 $3.37T AUM 44.26% 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

Congress Wealth Management's VYX Position: Q2 2025 in Review

Congress Wealth Management sold out of NCR Voyix (VYX) in Q2 2025, closing a stake of 11,525 shares — an estimated $112K sold.

Congress Wealth Management first reported a position in VYX in Q2 2024 and held it in 4 quarters. The position peaked at $428K in Q3 2024. 284 funds tracked by Wall St. Rank hold VYX as of Q2 2025.

  • Congress Wealth Management reported no remaining NCR Voyix position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 11,525 NCR Voyix shares in Q2 2025, an estimated $112K.
  • Congress Wealth Management first reported a position in NCR Voyix in Q2 2024 and held it in 4 quarters.
  • Congress Wealth Management's NCR Voyix position peaked at $428K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.