AIM
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ARGA Investment Management’s Invesco IVZ Stock Holding History

ARGA Investment Management’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 		$1.22M Sell
50,321
-14,471
-22% -$379K 0.04% 71
2025
Q4 		$1.7M Sell
64,792
-1,633
-2% -$39.9K 0.05% 61
2025
Q3 		$1.52M Sell
66,425
-37,573
-36% -$780K 0.04% 69
2025
Q2 		$1.64M Buy
103,998
+4,918
+5% +$70.6K 0.04% 50
2025
Q1 		$1.5M Hold
99,080
– – 0.05% 56
2024
Q4 		$1.73M Hold
99,080
– – 0.06% 52
2024
Q3 		$1.74M Buy
99,080
+277
+0.3% +$4.55K 0.06% 58
2024
Q2 		$1.48M Sell
98,803
-9,466
-9% -$146K 0.05% 66
2024
Q1 		$1.8M Buy
108,269
+1,105
+1% +$17.8K 0.06% 51
2023
Q4 		$1.91M Buy
107,164
+57,476
+116% +$829K 0.07% 56
2023
Q3 		$721K Buy
49,688
+21,604
+77% +$348K 0.03% 70
2023
Q2 		$472K Hold
28,084
– – 0.02% 89
2023
Q1 		$461K Hold
28,084
– – 0.02% 77
2022
Q4 		$505K Sell
28,084
-12,746
-31% -$218K 0.02% 76
2022
Q3 		$559K Buy
40,830
+11,602
+40% +$196K 0.03% 65
2022
Q2 		$471K Buy
29,228
+13,821
+90% +$261K 0.03% 68
2022
Q1 		$355K Hold
15,407
– – 0.02% 70
2021
Q4 		$355K Hold
15,407
– – 0.02% 70
2021
Q3 		$371K Hold
15,407
– – 0.03% 70
2021
Q2 		$412K Sell
15,407
-9,699
-39% -$264K 0.03% 68
2021
Q1 		$633K Sell
25,106
-29,318
-54% -$657K 0.05% 64
2020
Q4 		$949K Sell
54,424
-41,628
-43% -$640K 0.06% 60
2020
Q3 		$1.1M Sell
96,052
-20,245
-17% -$215K 0.1% 43
2020
Q2 		$1.25M Buy
+116,297
New +$1.04M 0.14% 36

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ARGA Investment Management's IVZ Position: Q1 2026 in Review

ARGA Investment Management reduced its Invesco (IVZ) stake by 22% in Q1 2026, selling an estimated $379K and leaving 50,321 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #71.

ARGA Investment Management first reported a position in IVZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q4 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • ARGA Investment Management held 50,321 shares of Invesco worth $1.22M as of Q1 2026.
  • ARGA Investment Management sold 14,471 Invesco shares in Q1 2026, an estimated $379K.
  • Invesco made up 0.04% of ARGA Investment Management's portfolio in Q1 2026, its #71 holding.
  • ARGA Investment Management first reported a position in Invesco in Q2 2020 and has held it in 24 quarters since.
  • ARGA Investment Management's Invesco position peaked at $1.91M in Q4 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on ARGA Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.