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Evergreen Capital Management’s Invesco IVZ Stock Holding History

Evergreen Capital 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
Q2 		$339K Sell
12,840
-16,827
-57% -$446K 0.01% 1142
2026
Q1 		$721K Buy
29,667
+7,935
+37% +$208K 0.02% 607
2025
Q4 		$571K Buy
+21,732
New +$531K 0.01% 672

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evergreen Capital Management's IVZ Position: Q2 2026 in Review

Evergreen Capital Management reduced its Invesco (IVZ) stake by 57% in Q2 2026, selling an estimated $446K and leaving 12,840 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1142.

Evergreen Capital Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Evergreen Capital Management held 12,840 shares of Invesco worth $339K as of Q2 2026.
  • Evergreen Capital Management sold 16,827 Invesco shares in Q2 2026, an estimated $446K.
  • Invesco made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1142 holding.
  • Evergreen Capital Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Invesco position peaked at $721K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.