FCM
IVZ icon

Fieldview Capital Management’s Invesco IVZ Stock Holding History

Fieldview 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 		$519K Sell
19,657
-1,361
-6% -$36.1K 0.15% 228
2026
Q1 		$511K Buy
21,018
+4,198
+25% +$110K 0.15% 229
2025
Q4 		$442K Buy
+16,820
New +$411K 0.08% 295

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 $3.38T AUM 44.17% 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

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

Fieldview Capital Management reduced its Invesco (IVZ) stake by 6.5% in Q2 2026, selling an estimated $36.1K and leaving 19,657 shares worth $519K. The position accounts for 0.15% of the portfolio, ranked #228.

Fieldview Capital Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Fieldview Capital Management held 19,657 shares of Invesco worth $519K as of Q2 2026.
  • Fieldview Capital Management sold 1,361 Invesco shares in Q2 2026, an estimated $36.1K.
  • Invesco made up 0.15% of Fieldview Capital Management's portfolio in Q2 2026, its #228 holding.
  • Fieldview Capital Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.