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Whipplewood Advisors’s NCR Voyix VYX Stock Holding History

Whipplewood 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 		$123 Hold
15
– – ﹤0.01% 633
2026
Q1 		$95 Hold
15
– – ﹤0.01% 1046
2025
Q4 		$153 Hold
15
– – ﹤0.01% 497
2025
Q3 		$188 Hold
15
– – ﹤0.01% 292
2025
Q2 		$176 Sell
15
-194
-93% -$1.96K ﹤0.01% 1179
2025
Q1 		$146 Buy
209
+194
+1,293% +$2.28K ﹤0.01% 1193
2024
Q4 		$208 Buy
+15
New +$208 ﹤0.01% 1164

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Whipplewood Advisors's VYX Position: Q2 2026 in Review

Whipplewood Advisors held its NCR Voyix (VYX) position steady in Q2 2026 at 15 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Whipplewood Advisors first reported a position in VYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $208 in Q4 2024. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Whipplewood Advisors held 15 shares of NCR Voyix worth $123 as of Q2 2026.
  • Whipplewood Advisors left its NCR Voyix share count unchanged in Q2 2026.
  • NCR Voyix made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #633 holding.
  • Whipplewood Advisors first reported a position in NCR Voyix in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's NCR Voyix position peaked at $208 in Q4 2024.
  • 295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

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