AlphaGrep UK
IVZ icon

AlphaGrep UK’s Invesco IVZ Stock Holding History

AlphaGrep UK’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
Q3 		$264K Sell
8,739
-25,073
-74% -$772K 0.08% 556
2026
Q2 		$892K Buy
33,812
+16,276
+93% +$431K 0.27% 60
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

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

AlphaGrep UK's IVZ Position: Q3 2026 in Review

AlphaGrep UK reduced its Invesco (IVZ) stake by 74% in Q3 2026, selling an estimated $772K and leaving 8,739 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #556.

AlphaGrep UK first reported a position in IVZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $892K in Q2 2026. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • AlphaGrep UK held 8,739 shares of Invesco worth $264K as of Q3 2026.
  • AlphaGrep UK sold 25,073 Invesco shares in Q3 2026, an estimated $772K.
  • Invesco made up 0.08% of AlphaGrep UK's portfolio in Q3 2026, its #556 holding.
  • AlphaGrep UK first reported a position in Invesco in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's Invesco position peaked at $892K in Q2 2026.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.