Tortoise Investment Management’s NCR Voyix VYX Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-14	Closed	-$176	–	1432
2025 Q3	$176	Buy	14 +2	+17%	+$26	﹤0.01%	1318
2025 Q2	$141	Hold	12	–	–	﹤0.01%	1230
2025 Q1	$117	Hold	12	–	–	﹤0.01%	808
2024 Q4	$166	Hold	12	–	–	﹤0.01%	848
2024 Q3	$163	Hold	12	–	–	﹤0.01%	860
2024 Q2	$148	Hold	12	–	–	﹤0.01%	866
2024 Q1	$152	Hold	12	–	–	﹤0.01%	851
2023 Q4	$203	Sell	12 -8	-40%	-$128	﹤0.01%	766
2023 Q3	$324	Hold	20	–	–	﹤0.01%	769
2023 Q2	$302	Hold	20	–	–	﹤0.01%	745
2023 Q1	$283	Hold	20	–	–	﹤0.01%	745
2022 Q4	$281	Hold	20	–	–	﹤0.01%	744
2022 Q3	$0	Buy	+20	New	+$367	﹤0.01%	780
2019 Q2	–	Sell	-72	Closed	-$1K	–	655
2019 Q1	$1K	Buy	+72	New	+$1.19K	﹤0.01%	611
2014 Q4	–	Sell	-36	Closed	-$1K	–	489
2014 Q3	$1K	Hold	36	–	–	﹤0.01%	379
2014 Q2	$1K	Hold	36	–	–	﹤0.01%	410
2014 Q1	$1K	Hold	36	–	–	﹤0.01%	341
2013 Q4	$1K	Buy	+36	New	+$800	﹤0.01%	328

Other funds holding VYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's VYX Position: Q4 2025 in Review

Tortoise Investment Management sold out of NCR Voyix (VYX) in Q4 2025, closing a stake of 14 shares — an estimated $176 sold.

Tortoise Investment Management first reported a position in VYX in Q4 2013 and held it in 18 quarters. The position peaked at $1K in Q1 2019. 296 funds tracked by Wall St. Rank hold VYX as of Q4 2025.

Tortoise Investment Management reported no remaining NCR Voyix position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 14 NCR Voyix shares in Q4 2025, an estimated $176.
Tortoise Investment Management first reported a position in NCR Voyix in Q4 2013 and held it in 18 quarters.
Tortoise Investment Management's NCR Voyix position peaked at $1K in Q1 2019.
296 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.