VYX β€” NCR VOYIX CORPORATION

Ownership history in CW Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

CW Advisors, LLC reported NCR VOYIX CORPORATION (VYX) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows VYX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CW Advisors, LLC's position in NCR VOYIX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

VYX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CW Advisors, LLC held VYX β€” position size vs. price
% of Fund (quarterly)    VYX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 11,525 -999 -8.0% 0.00% $112K 2025-05-14 $10.89
2024 Q4 REDUCED 12,524 -19,025 -60.3% 0.00% $173K 2025-02-11 $12.57
2024 Q3 ADDED 31,549 +11,724 +59.1% 0.01% $428K 2024-11-12 $14.22
2024 Q2 INITIATED 19,825 β€” β€” 0.00% $245K 2024-08-14 $12.47

🏒 Other funds also holding VYX

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.0% Hickory Point Bank & Trust 0.0%

FAQ About CW Advisors, LLC and VYX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CW Advisors, LLC reported owning VYX?

CW Advisors, LLC reported VYX across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q1.

What was the largest reported VYX position in CW Advisors, LLC's portfolio?

The largest reported portfolio weight for VYX was 0.01% in 2024 Q3.

What is the latest reported VYX position on this page?

The most recent filing on this page is 2025 Q1, when CW Advisors, LLC reported 11,525 shares, equal to 0.00% of portfolio, with an estimated market value of $112K.

What does the chart on this VYX ownership page compare?

The chart compares CW Advisors, LLC's quarterly VYX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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