Handelsbanken Fonder’s Invesco IVZ Stock Holding History

Handelsbanken Fonder’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	–	Sell	-91,700	Closed	-$2.23M	–	1521
2026 Q1	$2.23M	Hold	91,700	–	–	0.01%	695
2025 Q4	$2.41M	Hold	91,700	–	–	0.01%	675
2025 Q3	$2.1M	Buy	91,700 +14,700	+19%	+$305K	0.01%	708
2025 Q2	$1.21M	Hold	77,000	–	–	﹤0.01%	872
2025 Q1	$1.17M	Hold	77,000	–	–	﹤0.01%	872
2024 Q4	$1.35M	Buy	77,000 +1,200	+2%	+$21.4K	0.01%	832
2024 Q3	$1.33M	Hold	75,800	–	–	0.01%	823
2024 Q2	$1.13M	Buy	75,800 +7,000	+10%	+$108K	﹤0.01%	788
2024 Q1	$1.14M	Hold	68,800	–	–	﹤0.01%	793
2023 Q4	$1.23M	Hold	68,800	–	–	0.01%	715
2023 Q3	$999K	Hold	68,800	–	–	0.01%	724
2023 Q2	$1.16M	Hold	68,800	–	–	0.01%	683
2023 Q1	$1.13M	Hold	68,800	–	–	0.01%	652
2022 Q4	$1.24M	Hold	68,800	–	–	0.01%	603
2022 Q3	$943K	Hold	68,800	–	–	0.01%	675
2022 Q2	$1.11M	Hold	68,800	–	–	0.01%	646
2022 Q1	$1.59M	Hold	68,800	–	–	0.01%	636
2021 Q4	$1.58M	Sell	68,800 -8,400	-11%	-$204K	0.01%	686
2021 Q3	$1.86M	Hold	77,200	–	–	0.01%	639
2021 Q2	$2.06M	Buy	77,200 +8,600	+13%	+$234K	0.01%	620
2021 Q1	$1.73M	Sell	68,600 -18,700	-21%	-$419K	0.01%	652
2020 Q4	$1.52M	Hold	87,300	–	–	0.01%	674
2020 Q3	$996K	Hold	87,300	–	–	0.01%	726
2020 Q2	$939K	Buy	+87,300	New	+$783K	0.01%	709
2016 Q3	–	Sell	-9,918	Closed	-$253K	–	205
2016 Q2	$253K	Hold	9,918	–	–	0.01%	211
2016 Q1	$305K	Sell	9,918 -94,204	-90%	-$2.72M	0.01%	192
2015 Q4	$3.49M	Buy	+104,122	New	+$3.41M	0.07%	244

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Handelsbanken Fonder's IVZ Position: Q2 2026 in Review

Handelsbanken Fonder sold out of Invesco (IVZ) in Q2 2026, closing a stake of 91,700 shares — an estimated $2.23M sold.

Handelsbanken Fonder first reported a position in IVZ in Q4 2015 and held it in 27 quarters. The position peaked at $3.49M in Q4 2015. 197 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Handelsbanken Fonder reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Handelsbanken Fonder sold 91,700 Invesco shares in Q2 2026, an estimated $2.23M.
Handelsbanken Fonder first reported a position in Invesco in Q4 2015 and held it in 27 quarters.
Handelsbanken Fonder's Invesco position peaked at $3.49M in Q4 2015.
197 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.