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CacheTech Inc’s Invesco IVZ Stock Holding History

CacheTech Inc’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 		$322K Buy
13,272
+2,029
+18% +$53.1K 0.06% 133
2025
Q4 		$295K Sell
11,243
-1,558
-12% -$38.1K 0.05% 165
2025
Q3 		$294K Sell
12,801
-5,786
-31% -$120K 0.06% 140
2025
Q2 		$293K Buy
+18,587
New +$267K 0.05% 138

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

CacheTech Inc's IVZ Position: Q1 2026 in Review

CacheTech Inc increased its Invesco (IVZ) stake by 18% in Q1 2026, buying an estimated $53.1K and bringing the position to 13,272 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #133.

CacheTech Inc first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • CacheTech Inc held 13,272 shares of Invesco worth $322K as of Q1 2026.
  • CacheTech Inc bought 2,029 Invesco shares in Q1 2026, an estimated $53.1K.
  • Invesco made up 0.06% of CacheTech Inc's portfolio in Q1 2026, its #133 holding.
  • CacheTech Inc first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.