EGM
IVZ icon

Engineers Gate Manager’s Invesco IVZ Stock Holding History

Engineers Gate Manager’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 		$22.4M Sell
921,326
-140,315
-13% -$3.67M 0.28% 67
2025
Q4 		$27.9M Buy
1,061,641
+1,002,231
+1,687% +$24.5M 0.33% 54
2025
Q3 		$1.36M Buy
59,410
+40,877
+221% +$849K 0.02% 990
2025
Q2 		$292K Sell
18,533
-183,983
-91% -$2.64M ﹤0.01% 1744
2025
Q1 		$3.07M Sell
202,516
-60,729
-23% -$1.04M 0.05% 525
2024
Q4 		$4.6M Buy
263,245
+4,884
+2% +$87K 0.08% 330
2024
Q3 		$4.54M Buy
258,361
+164,359
+175% +$2.7M 0.09% 318
2024
Q2 		$1.41M Sell
94,002
-92,534
-50% -$1.42M 0.03% 731
2024
Q1 		$3.09M Sell
186,536
-137
-0.1% -$2.21K 0.08% 338
2023
Q4 		$3.33M Buy
+186,673
New +$2.69M 0.1% 292
2022
Q1 		– Sell
-105,737
Closed -$2.43M – 2079
2021
Q4 		$2.43M Sell
105,737
-72,298
-41% -$1.76M 0.11% 223
2021
Q3 		$4.29M Buy
+178,035
New +$4.45M 0.24% 63
2020
Q1 		– Sell
-12,128
Closed -$218K – 1749
2019
Q4 		$218K Buy
+12,128
New +$207K 0.01% 1431
2018
Q4 		– Sell
-105,725
Closed -$2.42M – 994
2018
Q3 		$2.42M Sell
105,725
-105,908
-50% -$2.65M 0.19% 174
2018
Q2 		$5.62M Buy
+211,633
New +$6.09M 0.44% 52
2017
Q3 		– Sell
-12,351
Closed -$435K – 752
2017
Q2 		$435K Buy
+12,351
New +$403K 0.04% 527
2017
Q1 		– Sell
-11,300
Closed -$343K – 689
2016
Q4 		$343K Buy
+11,300
New +$348K 0.04% 501
2016
Q1 		– Sell
-71,520
Closed -$2.39M – 754
2015
Q4 		$2.39M Buy
71,520
+22,188
+45% +$727K 0.16% 235
2015
Q3 		$1.54M Buy
49,332
+34,082
+223% +$1.21M 0.13% 262
2015
Q2 		$572K Sell
15,250
-26,678
-64% -$1.07M 0.06% 578
2015
Q1 		$1.66M Buy
41,928
+26,317
+169% +$1.03M 0.22% 102
2014
Q4 		$617K Buy
+15,611
New +$615K 0.18% 187

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

Engineers Gate Manager's IVZ Position: Q1 2026 in Review

Engineers Gate Manager reduced its Invesco (IVZ) stake by 13% in Q1 2026, selling an estimated $3.67M and leaving 921,326 shares worth $22.4M. The position accounts for 0.28% of the portfolio, ranked #67.

Engineers Gate Manager first reported a position in IVZ in Q4 2014 and has held it in 22 quarters since. The position peaked at $27.9M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Engineers Gate Manager held 921,326 shares of Invesco worth $22.4M as of Q1 2026.
  • Engineers Gate Manager sold 140,315 Invesco shares in Q1 2026, an estimated $3.67M.
  • Invesco made up 0.28% of Engineers Gate Manager's portfolio in Q1 2026, its #67 holding.
  • Engineers Gate Manager first reported a position in Invesco in Q4 2014 and has held it in 22 quarters since.
  • Engineers Gate Manager's Invesco position peaked at $27.9M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.