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
Q1 		$9.72K Buy
+400
New +$10.5K ﹤0.01% 3212

Other funds holding IVZ

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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

Cerity Partners's IVZ Position: Q1 2026 in Review

Cerity Partners reduced its Invesco (IVZ) stake by 0.44% in Q1 2026, selling an estimated $81.4K and leaving 702,134 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #497.

Cerity Partners first reported a position in IVZ in Q1 2017 and has held it in 22 quarters since. The position peaked at $18.8M in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Cerity Partners held 702,134 shares of Invesco worth $17.1M as of Q1 2026.
  • Cerity Partners sold 3,111 Invesco shares in Q1 2026, an estimated $81.4K.
  • Invesco made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #497 holding.
  • Cerity Partners first reported a position in Invesco in Q1 2017 and has held it in 22 quarters since.
  • Cerity Partners's Invesco position peaked at $18.8M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.