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Whipplewood Advisors’s Voya Financial VOYA Stock Holding History

Whipplewood Advisors’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 		$1.72K Sell
19
-32
-63% -$2.61K ﹤0.01% 456
2026
Q1 		$3.48K Buy
+51
New +$3.69K ﹤0.01% 675
2025
Q3 		– Sell
-55
Closed -$3.9K – 1135
2025
Q2 		$3.9K Buy
55
+31
+129% +$1.99K ﹤0.01% 744
2025
Q1 		$3.73K Sell
24
-44
-65% -$3.08K ﹤0.01% 759
2024
Q4 		$4.68K Buy
+68
New +$5.31K ﹤0.01% 711

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

Whipplewood Advisors's VOYA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Voya Financial (VOYA) stake by 63% in Q2 2026, selling an estimated $2.61K and leaving 19 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Whipplewood Advisors first reported a position in VOYA in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.68K in Q4 2024. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Whipplewood Advisors held 19 shares of Voya Financial worth $1.72K as of Q2 2026.
  • Whipplewood Advisors sold 32 Voya Financial shares in Q2 2026, an estimated $2.61K.
  • Voya Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #456 holding.
  • Whipplewood Advisors first reported a position in Voya Financial in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Voya Financial position peaked at $4.68K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.