Lodestone Wealth Management
VYX icon

Lodestone Wealth Management’s NCR Voyix VYX Stock Holding History

Lodestone 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
2026
Q3 		$540 Hold
79
– – ﹤0.01% 775
2026
Q2 		$645 Hold
79
– – ﹤0.01% 746
2026
Q1 		$500 Hold
79
– – ﹤0.01% 750
2025
Q4 		$806 Buy
+79
New +$858 ﹤0.01% 745

Other funds holding VYX

Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lodestone Wealth Management's VYX Position: Q3 2026 in Review

Lodestone Wealth Management held its NCR Voyix (VYX) position steady in Q3 2026 at 79 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Lodestone Wealth Management first reported a position in VYX in Q4 2025 and has held it in 4 quarters since. The position peaked at $806 in Q4 2025. 191 funds tracked by Wall St. Rank hold VYX as of Q3 2026.

  • Lodestone Wealth Management held 79 shares of NCR Voyix worth $540 as of Q3 2026.
  • Lodestone Wealth Management left its NCR Voyix share count unchanged in Q3 2026.
  • NCR Voyix made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #775 holding.
  • Lodestone Wealth Management first reported a position in NCR Voyix in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's NCR Voyix position peaked at $806 in Q4 2025.
  • 191 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.