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Wellington-Altus USA’s Voya Financial VOYA Stock Holding History

Wellington-Altus USA’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 		$38.9K Hold
570
– – 0.03% 360
2026
Q1 		$51.6K Sell
570
-51
-8% -$3.69K 0.03% 333
2025
Q4 		$46.3K Buy
+621
New +$45.2K 0.03% 311

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

Wellington-Altus USA's VOYA Position: Q2 2026 in Review

Wellington-Altus USA held its Voya Financial (VOYA) position steady in Q2 2026 at 570 shares worth $38.9K. The position accounts for 0.03% of the portfolio, ranked #360.

Wellington-Altus USA first reported a position in VOYA in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.6K in Q1 2026. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Wellington-Altus USA held 570 shares of Voya Financial worth $38.9K as of Q2 2026.
  • Wellington-Altus USA left its Voya Financial share count unchanged in Q2 2026.
  • Voya Financial made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #360 holding.
  • Wellington-Altus USA first reported a position in Voya Financial in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Voya Financial position peaked at $51.6K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.