GKIM
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GW&K Investment Management’s Invesco IVZ Stock Holding History

GW&K Investment 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 		$4K Sell
158
-12
-7% -$318 ﹤0.01% 1021
2026
Q1 		$4K Buy
170
+31
+22% +$811 ﹤0.01% 957
2025
Q4 		$4K Hold
139
– – ﹤0.01% 938
2025
Q3 		$3K Hold
139
– – ﹤0.01% 948
2025
Q2 		$2K Buy
139
+27
+24% +$388 ﹤0.01% 965
2025
Q1 		$2K Sell
112
-14
-11% -$239 ﹤0.01% 962
2024
Q4 		$2K Hold
126
– – ﹤0.01% 925
2024
Q3 		$2K Buy
126
+33
+35% +$542 ﹤0.01% 913
2024
Q2 		$1K Buy
93
+40
+75% +$615 ﹤0.01% 917
2024
Q1 		$1K Sell
53
-305
-85% -$4.92K ﹤0.01% 901
2023
Q4 		$6K Sell
358
-24
-6% -$346 ﹤0.01% 807
2023
Q3 		$6K Buy
382
+324
+559% +$5.21K ﹤0.01% 761
2023
Q2 		$1K Buy
+58
New +$933 ﹤0.01% 873
2022
Q3 		– Sell
-130
Closed -$2K – 619
2022
Q2 		$2K Sell
130
-100
-43% -$1.89K ﹤0.01% 758
2022
Q1 		$5K Buy
+230
New +$5.1K ﹤0.01% 546

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

GW&K Investment Management's IVZ Position: Q2 2026 in Review

GW&K Investment Management reduced its Invesco (IVZ) stake by 7.1% in Q2 2026, selling an estimated $318 and leaving 158 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

GW&K Investment Management first reported a position in IVZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $6K in Q4 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • GW&K Investment Management held 158 shares of Invesco worth $4K as of Q2 2026.
  • GW&K Investment Management sold 12 Invesco shares in Q2 2026, an estimated $318.
  • Invesco made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #1021 holding.
  • GW&K Investment Management first reported a position in Invesco in Q1 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's Invesco position peaked at $6K in Q4 2023.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.