Cerity Partners
IVZ icon

Cerity Partners’s Invesco IVZ Stock Holding History

Cerity Partners’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
Q2 		$12M Sell
453,937
-248,197
-35% -$6.58M 0.01% 672
2026
Q1 		$17.1M Sell
702,134
-3,111
-0.4% -$81.4K 0.02% 497
2025
Q4 		$18.5M Sell
705,245
-112,898
-14% -$2.76M 0.03% 434
2025
Q3 		$18.8M Buy
818,143
+62,476
+8% +$1.3M 0.03% 394
2025
Q2 		$11.9M Sell
755,667
-33,107
-4% -$475K 0.02% 479
2025
Q1 		$12M Sell
788,774
-11,424
-1% -$195K 0.02% 446
2024
Q4 		$14M Buy
800,198
+77,935
+11% +$1.39M 0.03% 398
2024
Q3 		$12.7M Buy
722,263
+190,234
+36% +$3.12M 0.03% 424
2024
Q2 		$7.96M Sell
532,029
-6,113
-1% -$94K 0.02% 489
2024
Q1 		$8.93M Buy
538,142
+38,438
+8% +$620K 0.02% 486
2023
Q4 		$8.91M Buy
499,704
+366,094
+274% +$5.28M 0.03% 394
2023
Q3 		$1.94M Sell
133,610
-2,759
-2% -$44.4K 0.01% 591
2023
Q2 		$2.29M Buy
136,369
+129,300
+1,829% +$2.08M 0.01% 687
2023
Q1 		$673K Buy
+7,069
New +$126K ﹤0.01% 1150
2022
Q3 		– Sell
-10,472
Closed -$169K – 1213
2022
Q2 		$169K Buy
+10,472
New +$198K ﹤0.01% 1096
2019
Q1 		– Sell
-31,920
Closed -$534K – 549
2018
Q4 		$534K Sell
31,920
-13,288
-29% -$266K 0.04% 306
2018
Q3 		$1.03M Sell
45,208
-1,650
-4% -$41.2K 0.07% 240
2018
Q2 		$1.25M Buy
46,858
+2,109
+5% +$60.7K 0.09% 213
2018
Q1 		$1.43M Sell
44,749
-45,243
-50% -$1.56M 0.11% 190
2017
Q4 		$3.29M Buy
89,992
+7,924
+10% +$287K 0.22% 108
2017
Q3 		$2.88M Buy
82,068
+22,516
+38% +$769K 0.2% 110
2017
Q2 		$2.1M Buy
59,552
+678
+1% +$22.1K 0.18% 110
2017
Q1 		$1.8M Buy
+58,874
New +$1.84M 0.15% 134

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's IVZ Position: Q2 2026 in Review

Cerity Partners reduced its Invesco (IVZ) stake by 35% in Q2 2026, selling an estimated $6.58M and leaving 453,937 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #672.

Cerity Partners first reported a position in IVZ in Q1 2017 and has held it in 23 quarters since. The position peaked at $18.8M in Q3 2025. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cerity Partners held 453,937 shares of Invesco worth $12M as of Q2 2026.
  • Cerity Partners sold 248,197 Invesco shares in Q2 2026, an estimated $6.58M.
  • Invesco made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #672 holding.
  • Cerity Partners first reported a position in Invesco in Q1 2017 and has held it in 23 quarters since.
  • Cerity Partners's Invesco position peaked at $18.8M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.