RWM
VYX icon

Ruedi Wealth Management’s NCR Voyix VYX Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-28
Closed -$273 – 322
2025
Q1 		$273 Hold
28
– – ﹤0.01% 323
2024
Q4 		$388 Hold
28
– – ﹤0.01% 318
2024
Q3 		$380 Hold
28
– – ﹤0.01% 327
2024
Q2 		$346 Hold
28
– – ﹤0.01% 432
2024
Q1 		$354 Hold
28
– – ﹤0.01% 252
2023
Q4 		$473 Sell
28
-18
-39% -$287 ﹤0.01% 233
2023
Q3 		$755 Hold
46
– – ﹤0.01% 203
2023
Q2 		$706 Hold
46
– – ﹤0.01% 210
2023
Q1 		$661 Hold
46
– – ﹤0.01% 241
2022
Q4 		$655 Buy
+46
New +$612 ﹤0.01% 225

Other funds holding VYX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return