Grantham, Mayo, Van Otterloo & Co (GMO)
IVZ icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Invesco IVZ Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q1 		$2.44M Sell
100,594
-169,111
-63% -$4.42M 0.01% 411
2025
Q4 		$7.09M Buy
269,705
+77,818
+41% +$1.9M 0.02% 270
2025
Q3 		$4.4M Sell
191,887
-92,131
-32% -$1.91M 0.01% 299
2025
Q2 		$4.48M Sell
284,018
-117,490
-29% -$1.69M 0.01% 310
2025
Q1 		$6.09M Buy
401,508
+198,397
+98% +$3.39M 0.02% 286
2024
Q4 		$3.55M Buy
203,111
+6,566
+3% +$117K 0.01% 328
2024
Q3 		$3.45M Buy
196,545
+2,405
+1% +$39.5K 0.01% 345
2024
Q2 		$2.9M Sell
194,140
-241,939
-55% -$3.72M 0.01% 342
2024
Q1 		$7.23M Buy
436,079
+65,354
+18% +$1.05M 0.03% 282
2023
Q4 		$6.61M Sell
370,725
-673,304
-64% -$9.71M 0.03% 273
2023
Q3 		$15.2M Buy
1,044,029
+61,934
+6% +$997K 0.07% 212
2023
Q2 		$16.5M Sell
982,095
-53,249
-5% -$857K 0.08% 201
2023
Q1 		$17M Sell
1,035,344
-344,700
-25% -$6.15M 0.09% 187
2022
Q4 		$24.8M Buy
1,380,044
+21,144
+2% +$362K 0.13% 157
2022
Q3 		$18.6M Buy
1,358,900
+40,500
+3% +$683K 0.11% 193
2022
Q2 		$21.3M Buy
1,318,400
+157,400
+14% +$2.98M 0.12% 188
2022
Q1 		$26.8M Buy
1,161,000
+156,363
+16% +$3.47M 0.13% 148
2021
Q4 		$23.1M Sell
1,004,637
-81,361
-7% -$1.98M 0.11% 151
2021
Q3 		$26.2M Sell
1,085,998
-202
-0% -$5.05K 0.13% 137
2021
Q2 		$29M Buy
1,086,200
+228,400
+27% +$6.22M 0.14% 119
2021
Q1 		$21.6M Buy
857,800
+126,000
+17% +$2.83M 0.12% 137
2020
Q4 		$12.8M Buy
+731,800
New +$11.3M 0.08% 178
2018
Q3 		– Sell
-26,925
Closed -$715K – 559
2018
Q2 		$715K Sell
26,925
-148,500
-85% -$4.27M 0.01% 419
2018
Q1 		$5.62M Hold
175,425
– – 0.03% 207
2017
Q4 		$6.41M Buy
175,425
+148,500
+552% +$5.37M 0.04% 204
2017
Q3 		$943K Buy
+26,925
New +$920K 0.01% 376
2016
Q2 		– Sell
-86,902
Closed -$2.67M – 593
2016
Q1 		$2.67M Sell
86,902
-6,250
-7% -$180K 0.01% 348
2015
Q4 		$3.12M Sell
93,152
-34,000
-27% -$1.11M 0.01% 295
2015
Q3 		$3.97M Buy
127,152
+30,152
+31% +$1.07M 0.01% 264
2015
Q2 		$3.64M Sell
97,000
-21,500
-18% -$861K 0.01% 285
2015
Q1 		$4.7M Buy
118,500
+7,400
+7% +$289K 0.01% 269
2014
Q4 		$4.39M Sell
111,100
-20,914
-16% -$824K 0.01% 267
2014
Q3 		$5.21M Buy
132,014
+15,285
+13% +$601K 0.01% 269
2014
Q2 		$4.41M Sell
116,729
-28,886
-20% -$1.05M 0.01% 285
2014
Q1 		$5.39M Sell
145,615
-19,600
-12% -$679K 0.01% 281
2013
Q4 		$6.01M Sell
165,215
-33,585
-17% -$1.14M 0.01% 279
2013
Q3 		$6.34M Buy
198,800
+58,800
+42% +$1.88M 0.02% 274
2013
Q2 		$4.45M Buy
+140,000
New +$4.48M 0.01% 324

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s IVZ Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Invesco (IVZ) stake by 63% in Q1 2026, selling an estimated $4.42M and leaving 100,594 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #411.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in IVZ in Q2 2013 and has held it in 38 quarters since. The position peaked at $29M in Q2 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 100,594 shares of Invesco worth $2.44M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 169,111 Invesco shares in Q1 2026, an estimated $4.42M.
  • Invesco made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #411 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Invesco in Q2 2013 and has held it in 38 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Invesco position peaked at $29M in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.