EH
IVZ icon

Equitable Holdings’s Invesco IVZ Stock Holding History

Equitable Holdings’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 		$1.07M Buy
41,467
+11,817
+40% +$309K 0.01% 956
2025
Q4 		$779K Sell
29,650
-500
-2% -$12.2K 0.01% 943
2025
Q3 		$692K Sell
30,150
-7,898
-21% -$164K 0.01% 967
2025
Q2 		$600K Buy
38,048
+12,439
+49% +$179K ﹤0.01% 951
2025
Q1 		$388K Sell
25,609
-13
-0.1% -$222 ﹤0.01% 1006
2024
Q4 		$448K Sell
25,622
-1,158
-4% -$20.6K ﹤0.01% 903
2024
Q3 		$470K Sell
26,780
-319
-1% -$5.24K ﹤0.01% 891
2024
Q2 		$405K Buy
27,099
+137
+0.5% +$2.11K ﹤0.01% 894
2024
Q1 		$447K Sell
26,962
-198
-0.7% -$3.2K 0.01% 836
2023
Q4 		$485K Buy
27,160
+401
+1% +$5.79K 0.01% 786
2023
Q3 		$389K Buy
26,759
+49
+0.2% +$789 0.01% 797
2023
Q2 		$449K Buy
26,710
+2,501
+10% +$40.3K 0.01% 733
2023
Q1 		$397K Buy
24,209
+49
+0.2% +$874 0.01% 714
2022
Q4 		$435K Hold
24,160
– – 0.01% 649
2022
Q3 		$331K Hold
24,160
– – 0.01% 662
2022
Q2 		$390K Hold
24,160
– – 0.01% 621
2022
Q1 		$557K Hold
24,160
– – 0.01% 549
2021
Q4 		$556K Hold
24,160
– – 0.01% 545
2021
Q3 		$582K Sell
24,160
-250
-1% -$6.25K 0.01% 521
2021
Q2 		$652K Sell
24,410
-2,400
-9% -$65.4K 0.01% 479
2021
Q1 		$676K Sell
26,810
-5,900
-18% -$132K 0.01% 440
2020
Q4 		$570K Sell
32,710
-16,723
-34% -$257K 0.01% 429
2020
Q3 		$564K Buy
49,433
+27,923
+130% +$296K 0.01% 395
2020
Q2 		$230K Buy
21,510
+5,352
+33% +$48K 0.01% 561
2020
Q1 		$147K Buy
+16,158
New +$246K 0.01% 554

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

Equitable Holdings's IVZ Position: Q1 2026 in Review

Equitable Holdings increased its Invesco (IVZ) stake by 40% in Q1 2026, buying an estimated $309K and bringing the position to 41,467 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #956.

Equitable Holdings first reported a position in IVZ in Q1 2020 and has held it in 25 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Equitable Holdings held 41,467 shares of Invesco worth $1.07M as of Q1 2026.
  • Equitable Holdings bought 11,817 Invesco shares in Q1 2026, an estimated $309K.
  • Invesco made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #956 holding.
  • Equitable Holdings first reported a position in Invesco in Q1 2020 and has held it in 25 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.