Corient Private Wealth
IVZ icon

Corient Private Wealth’s Invesco IVZ Stock Holding History

Corient Private Wealth’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 		$5.47M Buy
227,011
+18,272
+9% +$478K 0.01% 817
2025
Q4 		$4.6M Buy
208,739
+152,954
+274% +$3.74M ﹤0.01% 1088
2025
Q3 		$1.28M Buy
55,785
+2,922
+6% +$60.7K ﹤0.01% 1298
2025
Q2 		$834K Buy
52,863
+17,981
+52% +$258K ﹤0.01% 1448
2025
Q1 		$529K Buy
34,882
+12,836
+58% +$219K ﹤0.01% 1570
2024
Q4 		$385K Sell
22,046
-20,505
-48% -$365K ﹤0.01% 1760
2024
Q3 		$747K Sell
42,551
-8,002
-16% -$131K ﹤0.01% 1541
2024
Q2 		$756K Buy
50,553
+2,276
+5% +$35K ﹤0.01% 1447
2024
Q1 		$801K Buy
48,277
+9,114
+23% +$147K ﹤0.01% 1396
2023
Q4 		$699K Buy
39,163
+9,254
+31% +$134K ﹤0.01% 1443
2023
Q3 		$434K Sell
29,909
-27,657
-48% -$445K ﹤0.01% 1570
2023
Q2 		$968K Sell
57,566
-2,978
-5% -$47.9K ﹤0.01% 1166
2023
Q1 		$993K Buy
60,544
+34,694
+134% +$619K ﹤0.01% 1090
2022
Q4 		$465K Buy
+25,850
New +$442K ﹤0.01% 1165

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

Corient Private Wealth's IVZ Position: Q1 2026 in Review

Corient Private Wealth increased its Invesco (IVZ) stake by 8.8% in Q1 2026, buying an estimated $478K and bringing the position to 227,011 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #817.

Corient Private Wealth first reported a position in IVZ in Q4 2022 and has held it in 14 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Corient Private Wealth held 227,011 shares of Invesco worth $5.47M as of Q1 2026.
  • Corient Private Wealth bought 18,272 Invesco shares in Q1 2026, an estimated $478K.
  • Invesco made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #817 holding.
  • Corient Private Wealth first reported a position in Invesco in Q4 2022 and has held it in 14 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.