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United Capital Financial Advisors’s NCR Voyix VYX Stock Holding History

United Capital Financial Advisors’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
2026
Q2 		– Sell
-12,490
Closed -$79.1K – 1744
2026
Q1 		$79.1K Buy
+12,490
New +$110K ﹤0.01% 1607
2023
Q1 		– Sell
-14,083
Closed -$202K – 1082
2022
Q4 		$202K Sell
14,083
-15,125
-52% -$201K ﹤0.01% 989
2022
Q3 		$341K Buy
+29,208
New +$536K ﹤0.01% 867
2020
Q3 		– Sell
-46,713
Closed -$496K – 1236
2020
Q2 		$496K Buy
46,713
+447
+1% +$5.12K ﹤0.01% 871
2020
Q1 		$502K Sell
46,266
-3,799
-8% -$65.2K ﹤0.01% 813
2019
Q4 		$1.08M Sell
50,065
-2,858
-5% -$55.6K 0.01% 747
2019
Q3 		$1.02M Sell
52,923
-39,873
-43% -$770K 0.01% 742
2019
Q2 		$1.77M Sell
92,796
-4,650
-5% -$86.4K 0.01% 654
2019
Q1 		$1.63M Buy
97,446
+52,271
+116% +$866K 0.01% 643
2018
Q4 		$640K Buy
45,175
+8,490
+23% +$133K 0.01% 833
2018
Q3 		$639K Buy
36,685
+377
+1% +$6.71K ﹤0.01% 909
2018
Q2 		$672K Buy
36,308
+1,708
+5% +$32.2K 0.01% 865
2018
Q1 		$669K Buy
34,600
+727
+2% +$15.3K 0.01% 877
2017
Q4 		$706K Sell
33,873
-9,324
-22% -$189K 0.01% 873
2017
Q3 		$994K Buy
43,197
+1,748
+4% +$40.2K 0.01% 779
2017
Q2 		$1.04M Buy
41,449
+16,109
+64% +$409K 0.01% 753
2017
Q1 		$710K Sell
25,340
-227
-0.9% -$6.22K 0.01% 832
2016
Q4 		$636K Buy
25,567
+7,971
+45% +$179K 0.01% 869
2016
Q3 		$347K Buy
+17,596
New +$346K ﹤0.01% 1036
2016
Q2 		– Sell
-108,876
Closed -$2M – 1292
2016
Q1 		$2M Sell
108,876
-373
-0.3% -$5.35K 0.02% 531
2015
Q4 		$1.64M Buy
109,249
+3,659
+3% +$58.3K 0.02% 583
2015
Q3 		$1.47M Buy
105,590
+6,537
+7% +$109K 0.02% 591
2015
Q2 		$1.83M Buy
99,053
+3,652
+4% +$67.5K 0.02% 584
2015
Q1 		$1.61M Buy
+95,401
New +$1.66M 0.02% 614

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

United Capital Financial Advisors's VYX Position: Q2 2026 in Review

United Capital Financial Advisors sold out of NCR Voyix (VYX) in Q2 2026, closing a stake of 12,490 shares — an estimated $79.1K sold.

United Capital Financial Advisors first reported a position in VYX in Q1 2015 and held it in 24 quarters. The position peaked at $2M in Q1 2016. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • United Capital Financial Advisors reported no remaining NCR Voyix position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,490 NCR Voyix shares in Q2 2026, an estimated $79.1K.
  • United Capital Financial Advisors first reported a position in NCR Voyix in Q1 2015 and held it in 24 quarters.
  • United Capital Financial Advisors's NCR Voyix position peaked at $2M in Q1 2016.
  • 295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.