Goldman Sachs
IVZ icon

Goldman Sachs’s Invesco IVZ Stock Holding History

Goldman Sachs’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
2018
Q1 		– Sell
-1,000
Closed -$37K – 6142
2017
Q4 		$37K Sell
1,000
-1,200
-55% -$43.4K ﹤0.01% 6000
2017
Q3 		$77K Sell
2,200
-900
-29% -$30.7K ﹤0.01% 6146
2017
Q2 		$109K Sell
3,100
-1,600
-34% -$52.2K ﹤0.01% 6083
2017
Q1 		$144K Sell
4,700
-27,300
-85% -$853K ﹤0.01% 5888
2016
Q4 		$971K Buy
32,000
+10,100
+46% +$311K ﹤0.01% 4479
2016
Q3 		$685K Buy
21,900
+7,800
+55% +$229K ﹤0.01% 4751
2016
Q2 		$360K Buy
14,100
+1,500
+12% +$44.5K ﹤0.01% 5184
2016
Q1 		$388K Sell
12,600
-1,500
-11% -$43.3K ﹤0.01% 5007
2015
Q4 		$472K Buy
14,100
+3,000
+27% +$98.3K ﹤0.01% 4975
2015
Q3 		$347K Buy
11,100
+1,500
+16% +$53.4K ﹤0.01% 5474
2015
Q2 		$360K Buy
9,600
+800
+9% +$32K ﹤0.01% 5549
2015
Q1 		$349K Buy
8,800
+6,300
+252% +$246K ﹤0.01% 5498
2014
Q4 		$99K Buy
+2,500
New +$98.5K ﹤0.01% 6574
2013
Q3 		– Sell
-3,000
Closed -$95K – 6622
2013
Q2 		$95K Buy
+3,000
New +$96K ﹤0.01% 5900

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs's IVZ Position: Q1 2026 in Review

Goldman Sachs increased its Invesco (IVZ) stake by 64% in Q1 2026, buying an estimated $108M and bringing the position to 10,543,893 shares worth $256M. The position accounts for 0.03% of the portfolio, ranked #567.

Goldman Sachs first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $337M in Q4 2013. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Goldman Sachs held 10,543,893 shares of Invesco worth $256M as of Q1 2026.
  • Goldman Sachs bought 4,118,924 Invesco shares in Q1 2026, an estimated $108M.
  • Invesco made up 0.03% of Goldman Sachs's portfolio in Q1 2026, its #567 holding.
  • Goldman Sachs first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
  • Goldman Sachs's Invesco position peaked at $337M in Q4 2013.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.