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EverSource Wealth Advisors’s NCR Voyix VYX Stock Holding History

EverSource Wealth 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 		$6.53K Buy
799
+630
+373% +$4.43K ﹤0.01% 3147
2026
Q1 		$1.07K Sell
169
-10
-6% -$88 ﹤0.01% 3839
2025
Q4 		$1.83K Buy
179
+69
+63% +$750 ﹤0.01% 3534
2025
Q3 		$1.38K Sell
110
-215
-66% -$2.83K ﹤0.01% 3653
2025
Q2 		$3.81K Buy
325
+200
+160% +$2.02K ﹤0.01% 3268
2025
Q1 		$1.22K Buy
125
+70
+127% +$822 ﹤0.01% 3155
2024
Q4 		$761 Buy
55
+38
+224% +$527 ﹤0.01% 3057
2024
Q3 		$231 Sell
17
-458
-96% -$6.12K ﹤0.01% 2948
2024
Q2 		$7.01K Buy
475
+4
+0.8% +$50 ﹤0.01% 2060
2024
Q1 		$5.77K Buy
471
+459
+3,825% +$6.61K ﹤0.01% 1979
2023
Q4 		$203 Sell
12
-74
-86% -$1.18K ﹤0.01% 2580
2023
Q3 		$1.43K Buy
86
+31
+56% +$528 ﹤0.01% 2104
2023
Q2 		$856 Buy
55
+35
+175% +$505 ﹤0.01% 2268
2023
Q1 		$283 Hold
20
– – ﹤0.01% 2295
2022
Q4 		$281 Sell
20
-247
-93% -$3.29K ﹤0.01% 2243
2022
Q3 		$3K Buy
267
+247
+1,235% +$4.53K ﹤0.01% 1594
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1900
2022
Q1 		$0 Hold
20
– – ﹤0.01% 1864
2021
Q4 		$0 Buy
+20
New +$507 ﹤0.01% 1780

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

EverSource Wealth Advisors's VYX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NCR Voyix (VYX) stake by 373% in Q2 2026, buying an estimated $4.43K and bringing the position to 799 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

EverSource Wealth Advisors first reported a position in VYX in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.01K in Q2 2024. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • EverSource Wealth Advisors held 799 shares of NCR Voyix worth $6.53K as of Q2 2026.
  • EverSource Wealth Advisors bought 630 NCR Voyix shares in Q2 2026, an estimated $4.43K.
  • NCR Voyix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3147 holding.
  • EverSource Wealth Advisors first reported a position in NCR Voyix in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's NCR Voyix position peaked at $7.01K in Q2 2024.
  • 295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.