Fidelity Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Sell |
578,781
-141,393
| -20% | -$3.7M | ﹤0.01% | 1918 |
|
|
2025
Q4 | $18.9M | Buy |
720,174
+306,966
| +74% | +$7.5M | ﹤0.01% | 1800 |
|
|
2025
Q3 | $9.48M | Buy |
413,208
+47,307
| +13% | +$982K | ﹤0.01% | 2021 |
|
|
2025
Q2 | $5.77M | Sell |
365,901
-89,503
| -20% | -$1.29M | ﹤0.01% | 2114 |
|
|
2025
Q1 | $6.91M | Sell |
455,404
-35,021
| -7% | -$598K | ﹤0.01% | 2041 |
|
|
2024
Q4 | $8.57M | Sell |
490,425
-14,201
| -3% | -$253K | ﹤0.01% | 1994 |
|
|
2024
Q3 | $8.86M | Sell |
504,626
-3,005
| -0.6% | -$49.3K | ﹤0.01% | 1961 |
|
|
2024
Q2 | $7.59M | Sell |
507,631
-43,427
| -8% | -$668K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $9.14M | Sell |
551,058
-151,311
| -22% | -$2.44M | ﹤0.01% | 1896 |
|
|
2023
Q4 | $12.5M | Sell |
702,369
-2,825,053
| -80% | -$40.8M | ﹤0.01% | 1779 |
|
|
2023
Q3 | $51.2M | Sell |
3,527,422
-267,373
| -7% | -$4.3M | ﹤0.01% | 1232 |
|
|
2023
Q2 | $63.8M | Sell |
3,794,795
-521,642
| -12% | -$8.4M | 0.01% | 1181 |
|
|
2023
Q1 | $70.8M | Buy |
4,316,437
+35,414
| +0.8% | +$632K | 0.01% | 1112 |
|
|
2022
Q4 | $77M | Sell |
4,281,023
-172,241
| -4% | -$2.95M | 0.01% | 1069 |
|
|
2022
Q3 | $61M | Buy |
4,453,264
+164,103
| +4% | +$2.77M | 0.01% | 1163 |
|
|
2022
Q2 | $69.2M | Sell |
4,289,161
-490,573
| -10% | -$9.28M | 0.01% | 1118 |
|
|
2022
Q1 | $110M | Buy |
4,779,734
+151,998
| +3% | +$3.37M | 0.01% | 1034 |
|
|
2021
Q4 | $107M | Buy |
4,627,736
+349,623
| +8% | +$8.51M | 0.01% | 1077 |
|
|
2021
Q3 | $103M | Buy |
4,278,113
+405,687
| +10% | +$10.1M | 0.01% | 1096 |
|
|
2021
Q2 | $104M | Buy |
3,872,426
+303,041
| +8% | +$8.26M | 0.01% | 1107 |
|
|
2021
Q1 | $90M | Buy |
3,569,385
+283,401
| +9% | +$6.35M | 0.01% | 1112 |
|
|
2020
Q4 | $57.3M | Buy |
3,285,984
+1,189,040
| +57% | +$18.3M | 0.01% | 1272 |
|
|
2020
Q3 | $23.9M | Sell |
2,096,944
-299,869
| -13% | -$3.18M | ﹤0.01% | 1493 |
|
|
2020
Q2 | $25.8M | Sell |
2,396,813
-4,801,555
| -67% | -$43.1M | ﹤0.01% | 1446 |
|
|
2020
Q1 | $65.4M | Buy |
7,198,368
+221,566
| +3% | +$3.37M | 0.01% | 933 |
|
|
2019
Q4 | $125M | Buy |
6,976,802
+2,808,522
| +67% | +$47.9M | 0.01% | 831 |
|
|
2019
Q3 | $70.6M | Sell |
4,168,280
-504,543
| -11% | -$8.91M | 0.01% | 1027 |
|
|
2019
Q2 | $95.6M | Sell |
4,672,823
-1,855,036
| -28% | -$38.5M | 0.01% | 934 |
|
|
2019
Q1 | $126M | Buy |
6,527,859
+2,312,927
| +55% | +$43.2M | 0.02% | 805 |
|
|
2018
Q4 | $70.6M | Buy |
4,214,932
+191,922
| +5% | +$3.84M | 0.01% | 1000 |
|
|
2018
Q3 | $92M | Buy |
4,023,010
+529,414
| +15% | +$13.2M | 0.01% | 989 |
|
|
2018
Q2 | $92.8M | Buy |
3,493,596
+274,647
| +9% | +$7.9M | 0.01% | 990 |
|
|
2018
Q1 | $103M | Sell |
3,218,949
-3,465,604
| -52% | -$120M | 0.01% | 978 |
|
|
2017
Q4 | $244M | Buy |
6,684,553
+1,997,426
| +43% | +$72.3M | 0.03% | 616 |
|
|
2017
Q3 | $164M | Buy |
4,687,127
+1,727,884
| +58% | +$59M | 0.02% | 759 |
|
|
2017
Q2 | $104M | Buy |
2,959,243
+1,713,338
| +138% | +$55.8M | 0.01% | 969 |
|
|
2017
Q1 | $38.2M | Sell |
1,245,905
-633,605
| -34% | -$19.8M | ﹤0.01% | 1447 |
|
|
2016
Q4 | $57M | Sell |
1,879,510
-4,111,228
| -69% | -$126M | 0.01% | 1232 |
|
|
2016
Q3 | $187M | Sell |
5,990,738
-2,283,782
| -28% | -$67.1M | 0.02% | 702 |
|
|
2016
Q2 | $211M | Sell |
8,274,520
-6,720,094
| -45% | -$199M | 0.03% | 639 |
|
|
2016
Q1 | $461M | Sell |
14,994,614
-1,782,558
| -11% | -$51.4M | 0.06% | 325 |
|
|
2015
Q4 | $562M | Sell |
16,777,172
-2,041,482
| -11% | -$66.9M | 0.08% | 271 |
|
|
2015
Q3 | $588M | Sell |
18,818,654
-1,085,173
| -5% | -$38.6M | 0.08% | 251 |
|
|
2015
Q2 | $746M | Buy |
19,903,827
+579,250
| +3% | +$23.2M | 0.1% | 226 |
|
|
2015
Q1 | $767M | Sell |
19,324,577
-763,566
| -4% | -$29.8M | 0.1% | 228 |
|
|
2014
Q4 | $794M | Sell |
20,088,143
-3,013,728
| -13% | -$119M | 0.1% | 208 |
|
|
2014
Q3 | $912M | Buy |
23,101,871
+148,466
| +0.6% | +$5.84M | 0.12% | 180 |
|
|
2014
Q2 | $866M | Sell |
22,953,405
-1,997,416
| -8% | -$72.3M | 0.12% | 186 |
|
|
2014
Q1 | $923M | Sell |
24,950,821
-4,946,459
| -17% | -$171M | 0.13% | 168 |
|
|
2013
Q4 | $1.09B | Buy |
29,897,280
+2,768,962
| +10% | +$93.9M | 0.15% | 139 |
|
|
2013
Q3 | $865M | Buy |
27,128,318
+2,438,007
| +10% | +$77.8M | 0.13% | 170 |
|
|
2013
Q2 | $785M | Buy |
+24,690,311
| New | +$790M | 0.13% | 167 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Fidelity Investments's IVZ Position: Q1 2026 in Review
Fidelity Investments reduced its Invesco (IVZ) stake by 20% in Q1 2026, selling an estimated $3.7M and leaving 578,781 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.
Fidelity Investments first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.09B in Q4 2013. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Fidelity Investments held 578,781 shares of Invesco worth $14.1M as of Q1 2026.
- Fidelity Investments sold 141,393 Invesco shares in Q1 2026, an estimated $3.7M.
- Invesco made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1918 holding.
- Fidelity Investments first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
- Fidelity Investments's Invesco position peaked at $1.09B in Q4 2013.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.