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Venturi Wealth Management’s Voya Financial VOYA Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-648
Closed -$44.6K – 1811
2024
Q4 		$44.6K Buy
648
+201
+45% +$15.7K ﹤0.01% 1055
2024
Q3 		$35.4K Sell
447
-144
-24% -$10.3K ﹤0.01% 861
2024
Q2 		$42K Sell
591
-4
-0.7% -$288 ﹤0.01% 719
2024
Q1 		$44K Buy
595
+405
+213% +$28.5K ﹤0.01% 523
2023
Q4 		$13.9K Buy
+190
New +$13.2K ﹤0.01% 796

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Venturi Wealth Management's VOYA Position: Q1 2025 in Review

Venturi Wealth Management sold out of Voya Financial (VOYA) in Q1 2025, closing a stake of 648 shares — an estimated $44.6K sold.

Venturi Wealth Management first reported a position in VOYA in Q4 2023 and held it in 5 quarters. The position peaked at $44.6K in Q4 2024. 437 funds tracked by Wall St. Rank hold VOYA as of Q1 2025.

  • Venturi Wealth Management reported no remaining Voya Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 648 Voya Financial shares in Q1 2025, an estimated $44.6K.
  • Venturi Wealth Management first reported a position in Voya Financial in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Voya Financial position peaked at $44.6K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Voya Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.