Evelyn Partners’s Invesco IVZ Stock Holding History

Evelyn 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 Q3	$109K	Buy	3,615 +145	+4%	+$4.46K	﹤0.01%	363
2026 Q2	$91.6K	Buy	+3,470	New	+$92K	﹤0.01%	323

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Evelyn Partners's IVZ Position: Q3 2026 in Review

Evelyn Partners increased its Invesco (IVZ) stake by 4.2% in Q3 2026, buying an estimated $4.46K and bringing the position to 3,615 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Evelyn Partners first reported a position in IVZ in Q2 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Evelyn Partners held 3,615 shares of Invesco worth $109K as of Q3 2026.
Evelyn Partners bought 145 Invesco shares in Q3 2026, an estimated $4.46K.
Invesco made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #363 holding.
Evelyn Partners first reported a position in Invesco in Q2 2026 and has held it in 2 quarters since.
577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.