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True Wealth Design’s NCR Voyix VYX Stock Holding History

True Wealth Design’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
-4
Closed -$51 – 2839
2025
Q3 		$51 Hold
4
– – ﹤0.01% 2571
2025
Q2 		$47 Buy
4
+2
+100% +$20 ﹤0.01% 2395
2025
Q1 		$20 Buy
+2
New +$23 ﹤0.01% 2588

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Group
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
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's VYX Position: Q4 2025 in Review

True Wealth Design sold out of NCR Voyix (VYX) in Q4 2025, closing a stake of 4 shares — an estimated $51 sold.

True Wealth Design first reported a position in VYX in Q1 2025 and held it in 3 quarters. The position peaked at $51 in Q3 2025. 296 funds tracked by Wall St. Rank hold VYX as of Q4 2025.

  • True Wealth Design reported no remaining NCR Voyix position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 4 NCR Voyix shares in Q4 2025, an estimated $51.
  • True Wealth Design first reported a position in NCR Voyix in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's NCR Voyix position peaked at $51 in Q3 2025.
  • 296 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.