GCM
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Gables Capital Management’s Invesco IVZ Stock Holding History

Gables 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 		$16.8K Sell
638
-155
-20% -$4.11K 0.01% 356
2026
Q1 		$19.3K Sell
793
-141
-15% -$3.69K 0.01% 311
2025
Q4 		$24.5K Hold
934
– – 0.01% 281
2025
Q3 		$21.4K Hold
934
– – 0.01% 290
2025
Q2 		$14.7K Hold
934
– – 0.01% 329
2025
Q1 		$14.2K Hold
934
– – 0.01% 332
2024
Q4 		$16.3K Sell
934
-700
-43% -$12.5K 0.01% 317
2024
Q3 		$28.7K Hold
1,634
– – 0.01% 255
2024
Q2 		$24.4K Hold
1,634
– – 0.01% 258
2024
Q1 		$27.1K Hold
1,634
– – 0.01% 250
2023
Q4 		$29.2K Buy
1,634
+700
+75% +$10.1K 0.02% 233
2023
Q3 		$13.6K Hold
934
– – 0.01% 270
2023
Q2 		$15.7K Hold
934
– – 0.01% 270
2023
Q1 		$15.3K Hold
934
– – 0.01% 265
2022
Q4 		$16.8K Buy
934
+200
+27% +$3.42K 0.01% 254
2022
Q3 		$10K Hold
734
– – 0.01% 278
2022
Q2 		$12K Hold
734
– – 0.01% 281
2022
Q1 		$17K Hold
734
– – 0.01% 264
2021
Q4 		$17K Hold
734
– – 0.01% 271
2021
Q3 		$18K Hold
734
– – 0.01% 266
2021
Q2 		$20K Sell
734
-303
-29% -$8.26K 0.01% 261
2021
Q1 		$26K Hold
1,037
– – 0.01% 270
2020
Q4 		$18K Hold
1,037
– – 0.01% 277
2020
Q3 		$12K Buy
+1,037
New +$11K 0.01% 300
2020
Q2 		– Sell
-1,037
Closed -$9K – 385
2020
Q1 		$9K Hold
1,037
– – 0.01% 311
2019
Q4 		$19K Sell
1,037
-800
-44% -$13.6K 0.01% 256
2019
Q3 		$29K Buy
1,837
+800
+77% +$14.1K 0.02% 242
2019
Q2 		$21K Hold
1,037
– – 0.02% 235
2019
Q1 		$20K Hold
1,037
– – 0.02% 241
2018
Q4 		$17K Hold
1,037
– – 0.01% 245
2018
Q3 		$24K Hold
1,037
– – 0.02% 232
2018
Q2 		$28K Buy
+1,037
New +$29.8K 0.02% 222

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

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

Gables Capital Management reduced its Invesco (IVZ) stake by 20% in Q2 2026, selling an estimated $4.11K and leaving 638 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #356.

Gables Capital Management first reported a position in IVZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $29.2K in Q4 2023. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Gables Capital Management held 638 shares of Invesco worth $16.8K as of Q2 2026.
  • Gables Capital Management sold 155 Invesco shares in Q2 2026, an estimated $4.11K.
  • Invesco made up 0.01% of Gables Capital Management's portfolio in Q2 2026, its #356 holding.
  • Gables Capital Management first reported a position in Invesco in Q2 2018 and has held it in 32 quarters since.
  • Gables Capital Management's Invesco position peaked at $29.2K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.