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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
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

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

Lodestone Wealth Management's VYX Position: Q2 2026 in Review

Lodestone Wealth Management held its NCR Voyix (VYX) position steady in Q2 2026 at 79 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Lodestone Wealth Management first reported a position in VYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $806 in Q4 2025. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Lodestone Wealth Management held 79 shares of NCR Voyix worth $645 as of Q2 2026.
  • Lodestone Wealth Management left its NCR Voyix share count unchanged in Q2 2026.
  • NCR Voyix made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Lodestone Wealth Management first reported a position in NCR Voyix in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's NCR Voyix position peaked at $806 in Q4 2025.
  • 295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

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