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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Ruedi Wealth Management's VYX Position: Q2 2025 in Review

Ruedi Wealth Management sold out of NCR Voyix (VYX) in Q2 2025, closing a stake of 28 shares — an estimated $273 sold.

Ruedi Wealth Management first reported a position in VYX in Q4 2022 and held it in 10 quarters. The position peaked at $755 in Q3 2023. 284 funds tracked by Wall St. Rank hold VYX as of Q2 2025.

  • Ruedi Wealth Management reported no remaining NCR Voyix position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 28 NCR Voyix shares in Q2 2025, an estimated $273.
  • Ruedi Wealth Management first reported a position in NCR Voyix in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's NCR Voyix position peaked at $755 in Q3 2023.
  • 284 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.