AlphaGrep UK Ltd’s Invesco IVZ Stock Holding History

AlphaGrep UK Ltd’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$426K	Buy	17,536 +8,302	+90%	+$217K	0.12%	334
2025 Q4	$243K	Buy	+9,234	New	+$226K	0.08%	544

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaGrep UK Ltd's IVZ Position: Q1 2026 in Review

AlphaGrep UK Ltd increased its Invesco (IVZ) stake by 90% in Q1 2026, buying an estimated $217K and bringing the position to 17,536 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #334.

AlphaGrep UK Ltd first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

AlphaGrep UK Ltd held 17,536 shares of Invesco worth $426K as of Q1 2026.
AlphaGrep UK Ltd bought 8,302 Invesco shares in Q1 2026, an estimated $217K.
Invesco made up 0.12% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #334 holding.
AlphaGrep UK Ltd first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
635 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.