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Evelyn Partners Investment Management’s Invesco IVZ Stock Holding History

Evelyn Partners Investment Management’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 		$84.3K Hold
3,470
– – ﹤0.01% 254
2025
Q4 		$91.2K Hold
3,470
– – ﹤0.01% 250
2025
Q3 		$79.6K Hold
3,470
– – ﹤0.01% 258
2025
Q2 		$54.7K Hold
3,470
– – ﹤0.01% 278
2025
Q1 		$52.6K Sell
3,470
-142
-4% -$2.42K ﹤0.01% 274
2024
Q4 		$63.1K Buy
+3,612
New +$64.3K ﹤0.01% 266

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

Evelyn Partners Investment Management's IVZ Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Invesco (IVZ) position steady in Q1 2026 at 3,470 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Evelyn Partners Investment Management first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.2K in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Evelyn Partners Investment Management held 3,470 shares of Invesco worth $84.3K as of Q1 2026.
  • Evelyn Partners Investment Management left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #254 holding.
  • Evelyn Partners Investment Management first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Invesco position peaked at $91.2K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

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