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 		– Sell
-400
Closed -$9.72K – 3490
2026
Q1 		$9.72K Buy
+400
New +$10.5K ﹤0.01% 3212

Other funds holding IVZ

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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. 670 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.
  • 670 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.