Orion Portfolio Solutions’s Voya Financial VOYA Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.74M	Sell	25,674 -1,563	-6%	-$109K	0.02%	783
2024 Q4	$1.87M	Buy	27,237 +305	+1%	+$23.8K	0.02%	737
2024 Q3	$2.13M	Sell	26,932 -1,456	-5%	-$104K	0.02%	659
2024 Q2	$2.02M	Sell	28,388 -2,583	-8%	-$186K	0.02%	640
2024 Q1	$2.29M	Sell	30,971 -1,653	-5%	-$116K	0.02%	598
2023 Q4	$2.4M	Sell	32,624 -2,593	-7%	-$181K	0.03%	545
2023 Q3	$2.34M	Sell	35,217 -1,557	-4%	-$111K	0.03%	548
2023 Q2	$2.64M	Sell	36,774 -2,678	-7%	-$192K	0.03%	526
2023 Q1	$2.82M	Buy	+39,452	New	+$2.76M	0.03%	458
2020 Q3	–	Sell	-50	Closed	-$2K	–	2005
2020 Q2	$2K	Sell	50 -220	-81%	-$9.77K	﹤0.01%	1842
2020 Q1	$11K	Sell	270 -29	-10%	-$1.58K	﹤0.01%	1047
2019 Q4	$18K	Buy	+299	New	+$16.9K	﹤0.01%	816

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's VOYA Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Voya Financial (VOYA) stake by 5.7% in Q1 2025, selling an estimated $109K and leaving 25,674 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #783.

Orion Portfolio Solutions first reported a position in VOYA in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.82M in Q1 2023. 435 funds tracked by Wall St. Rank hold VOYA as of Q1 2025.

Orion Portfolio Solutions held 25,674 shares of Voya Financial worth $1.74M as of Q1 2025.
Orion Portfolio Solutions sold 1,563 Voya Financial shares in Q1 2025, an estimated $109K.
Voya Financial made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #783 holding.
Orion Portfolio Solutions first reported a position in Voya Financial in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Voya Financial position peaked at $2.82M in Q1 2023.
435 funds tracked by Wall St. Rank held Voya Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.