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Heartwood Wealth Advisors’s Voya Financial VOYA Stock Holding History

Heartwood Wealth Advisors’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$972 – 586
2025
Q3 		$972 Buy
+13
New +$958 ﹤0.01% 555

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's VOYA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Voya Financial (VOYA) in Q4 2025, closing a stake of 13 shares — an estimated $972 sold.

Heartwood Wealth Advisors first reported a position in VOYA in Q3 2025 and held it in 1 quarter. The position peaked at $972 in Q3 2025. 468 funds tracked by Wall St. Rank hold VOYA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Voya Financial position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 13 Voya Financial shares in Q4 2025, an estimated $972.
  • Heartwood Wealth Advisors first reported a position in Voya Financial in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Voya Financial position peaked at $972 in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Voya Financial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.