Estate Planners Group’s NCR Voyix VYX Stock Holding History

Estate Planners Group’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	–	Sell	-122	Closed	-$1.24K	–	414
2025 Q4	$1.24K	Buy	+122	New	+$1.32K	﹤0.01%	416

Other funds holding VYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Estate Planners Group's VYX Position: Q1 2026 in Review

Estate Planners Group sold out of NCR Voyix (VYX) in Q1 2026, closing a stake of 122 shares — an estimated $1.24K sold.

Estate Planners Group first reported a position in VYX in Q4 2025 and held it in 1 quarter. The position peaked at $1.24K in Q4 2025. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

Estate Planners Group reported no remaining NCR Voyix position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 122 NCR Voyix shares in Q1 2026, an estimated $1.24K.
Estate Planners Group first reported a position in NCR Voyix in Q4 2025 and held it in 1 quarter.
Estate Planners Group's NCR Voyix position peaked at $1.24K in Q4 2025.
303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.