Creative Planning
VYX icon

Creative Planning’s NCR Voyix VYX Stock Holding History

Creative Planning’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
Q1 		$313K Sell
49,423
-44,970
-48% -$397K ﹤0.01% 3399
2025
Q4 		$963K Sell
94,393
-4,883
-5% -$53K ﹤0.01% 2315
2025
Q3 		$1.25M Sell
99,276
-14,164
-12% -$187K ﹤0.01% 1917
2025
Q2 		$1.33M Buy
113,440
+33,006
+41% +$334K ﹤0.01% 1635
2025
Q1 		$784K Buy
80,434
+27,418
+52% +$322K ﹤0.01% 1912
2024
Q4 		$734K Buy
53,016
+6,069
+13% +$84.2K ﹤0.01% 1893
2024
Q3 		$637K Sell
46,947
-10,048
-18% -$134K ﹤0.01% 1896
2024
Q2 		$704K Buy
+56,995
New +$718K ﹤0.01% 1665
2024
Q1 		– Sell
-11,034
Closed -$187K – 3013
2023
Q4 		$187K Sell
11,034
-6,609
-37% -$105K ﹤0.01% 2459
2023
Q3 		$292K Sell
17,643
-937
-5% -$15.9K ﹤0.01% 1966
2023
Q2 		$287K Sell
18,580
-1,702
-8% -$24.6K ﹤0.01% 1940
2023
Q1 		$294K Sell
20,282
-1,783
-8% -$27.4K ﹤0.01% 1835
2022
Q4 		$317K Sell
22,065
-2,568
-10% -$34.2K ﹤0.01% 1690
2022
Q3 		$287K Buy
24,633
+2,457
+11% +$45.1K ﹤0.01% 1675
2022
Q2 		$423K Buy
22,176
+2,887
+15% +$61.6K ﹤0.01% 1407
2022
Q1 		$476K Buy
19,289
+167
+0.9% +$4.1K ﹤0.01% 1346
2021
Q4 		$472K Sell
19,122
-2,567
-12% -$65.1K ﹤0.01% 1335
2021
Q3 		$516K Sell
21,689
-3,108
-13% -$80.9K ﹤0.01% 1271
2021
Q2 		$694K Buy
24,797
+6,681
+37% +$185K ﹤0.01% 1100
2021
Q1 		$422K Buy
18,116
+3,161
+21% +$69.5K ﹤0.01% 1553
2020
Q4 		$345K Sell
14,955
-587
-4% -$9.73K ﹤0.01% 1536
2020
Q3 		$211K Buy
+15,542
New +$185K ﹤0.01% 1652
2020
Q1 		– Sell
-18,357
Closed -$396K – 2098
2019
Q4 		$396K Sell
18,357
-111
-0.6% -$2.16K ﹤0.01% 1243
2019
Q3 		$358K Sell
18,468
-323
-2% -$6.24K ﹤0.01% 1254
2019
Q2 		$359K Buy
18,791
+2,442
+15% +$45.4K ﹤0.01% 1265
2019
Q1 		$274K Buy
16,349
+284
+2% +$4.7K ﹤0.01% 1379
2018
Q4 		$227K Sell
16,065
-1,042
-6% -$16.4K ﹤0.01% 1406
2018
Q3 		$298K Sell
17,107
-1,017
-6% -$18.1K ﹤0.01% 1403
2018
Q2 		$333K Sell
18,124
-10,264
-36% -$194K ﹤0.01% 1309
2018
Q1 		$549K Buy
28,388
+14,328
+102% +$302K ﹤0.01% 1035
2017
Q4 		$293K Buy
14,060
+127
+0.9% +$2.58K ﹤0.01% 1376
2017
Q3 		$321K Buy
13,933
+5,204
+60% +$120K ﹤0.01% 1296
2017
Q2 		$219K Sell
8,729
-1,030
-11% -$26.1K ﹤0.01% 1472
2017
Q1 		$273K Sell
9,759
-1,690
-15% -$46.3K ﹤0.01% 1318
2016
Q4 		$285K Buy
11,449
+445
+4% +$9.99K ﹤0.01% 1215
2016
Q3 		$217K Buy
11,004
+153
+1% +$3.01K ﹤0.01% 1363
2016
Q2 		$185K Sell
10,851
-652
-6% -$11.8K ﹤0.01% 1295
2016
Q1 		$211K Sell
11,503
-624
-5% -$8.95K ﹤0.01% 1183
2015
Q4 		$182K Buy
12,127
+1,995
+20% +$31.8K ﹤0.01% 1261
2015
Q3 		$142K Buy
+10,132
New +$169K ﹤0.01% 1380
2015
Q2 		– Sell
-12,140
Closed -$220K – 3000
2015
Q1 		$220K Sell
12,140
-727
-6% -$12.6K ﹤0.01% 1144
2014
Q4 		$230K Sell
12,867
-951
-7% -$16.7K ﹤0.01% 1055
2014
Q3 		$283K Sell
13,818
-5,155
-27% -$105K ﹤0.01% 892
2014
Q2 		$408K Buy
18,973
+6,068
+47% +$123K 0.01% 724
2014
Q1 		$289K Buy
12,905
+8,344
+183% +$177K ﹤0.01% 836
2013
Q4 		$95K Buy
4,561
+1,097
+32% +$24.4K ﹤0.01% 1222
2013
Q3 		$84K Buy
3,464
+163
+5% +$3.65K ﹤0.01% 1217
2013
Q2 		$67K Buy
+3,301
New +$61.2K ﹤0.01% 1214

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Creative Planning's VYX Position: Q1 2026 in Review

Creative Planning reduced its NCR Voyix (VYX) stake by 48% in Q1 2026, selling an estimated $397K and leaving 49,423 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

Creative Planning first reported a position in VYX in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.33M in Q2 2025. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Creative Planning held 49,423 shares of NCR Voyix worth $313K as of Q1 2026.
  • Creative Planning sold 44,970 NCR Voyix shares in Q1 2026, an estimated $397K.
  • NCR Voyix made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3399 holding.
  • Creative Planning first reported a position in NCR Voyix in Q2 2013 and has held it in 48 quarters since.
  • Creative Planning's NCR Voyix position peaked at $1.33M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.