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True Wealth Design’s Voya Financial VOYA Stock Holding History

True Wealth Design’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
2026
Q2 		$9.05K Sell
100
-13
-12% -$1.06K ﹤0.01% 1095
2026
Q1 		$7.72K Sell
113
-77
-41% -$5.58K ﹤0.01% 1058
2025
Q4 		$14.2K Buy
190
+137
+258% +$9.98K ﹤0.01% 728
2025
Q3 		$3.96K Buy
53
+23
+77% +$1.7K ﹤0.01% 1174
2025
Q2 		$2.13K Buy
30
+9
+43% +$578 ﹤0.01% 1159
2025
Q1 		$1.42K Buy
+21
New +$1.47K ﹤0.01% 1134

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

True Wealth Design's VOYA Position: Q2 2026 in Review

True Wealth Design reduced its Voya Financial (VOYA) stake by 12% in Q2 2026, selling an estimated $1.06K and leaving 100 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

True Wealth Design first reported a position in VOYA in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2K in Q4 2025. 513 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • True Wealth Design held 100 shares of Voya Financial worth $9.05K as of Q2 2026.
  • True Wealth Design sold 13 Voya Financial shares in Q2 2026, an estimated $1.06K.
  • Voya Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1095 holding.
  • True Wealth Design first reported a position in Voya Financial in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Voya Financial position peaked at $14.2K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.