HI
IVZ icon

Horizon Investments’s Invesco IVZ Stock Holding History

Horizon Investments’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 		$359K Sell
14,770
-66,584
-82% -$1.74M ﹤0.01% 906
2025
Q4 		$2.14M Sell
81,354
-4,798
-6% -$117K 0.03% 448
2025
Q3 		$1.98M Buy
86,152
+78,661
+1,050% +$1.63M 0.03% 467
2025
Q2 		$118K Buy
7,491
+969
+15% +$13.9K ﹤0.01% 934
2025
Q1 		$98.9K Buy
6,522
+302
+5% +$5.15K ﹤0.01% 625
2024
Q4 		$109K Buy
6,220
+88
+1% +$1.57K ﹤0.01% 616
2024
Q3 		$108K Sell
6,132
-2,792
-31% -$45.8K ﹤0.01% 617
2024
Q2 		$134K Buy
8,924
+74
+0.8% +$1.14K ﹤0.01% 610
2024
Q1 		$145K Sell
8,850
-338
-4% -$5.46K ﹤0.01% 597
2023
Q4 		$164K Buy
9,188
+1,073
+13% +$15.5K ﹤0.01% 563
2023
Q3 		$116K Buy
8,115
+79
+1% +$1.27K ﹤0.01% 601
2023
Q2 		$133K Buy
8,036
+393
+5% +$6.33K ﹤0.01% 588
2023
Q1 		$124K Buy
+7,643
New +$136K ﹤0.01% 586
2022
Q4 		– Sell
-30,004
Closed -$406K – 550
2022
Q3 		$406K Buy
+30,004
New +$506K 0.01% 358
2022
Q2 		– Sell
-49,608
Closed -$1.13M – 497
2022
Q1 		$1.13M Buy
49,608
+11,087
+29% +$246K 0.03% 209
2021
Q4 		$887K Buy
38,521
+2,124
+6% +$51.7K 0.03% 224
2021
Q3 		$872K Buy
36,397
+18,935
+108% +$474K 0.02% 225
2021
Q2 		$464K Sell
17,462
-8,754
-33% -$239K 0.01% 329
2021
Q1 		$661K Buy
+26,216
New +$588K 0.02% 253
2020
Q2 		– Sell
-20,677
Closed -$184K – 441
2020
Q1 		$184K Buy
20,677
+3,786
+22% +$57.5K 0.01% 290
2019
Q4 		$304K Buy
16,891
+6,193
+58% +$106K 0.01% 399
2019
Q3 		$178K Sell
10,698
-7,288
-41% -$129K 0.01% 392
2019
Q2 		$368K Buy
17,986
+3,644
+25% +$75.6K 0.01% 319
2019
Q1 		$277K Buy
+14,342
New +$268K 0.01% 280

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

Horizon Investments's IVZ Position: Q1 2026 in Review

Horizon Investments reduced its Invesco (IVZ) stake by 82% in Q1 2026, selling an estimated $1.74M and leaving 14,770 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Horizon Investments first reported a position in IVZ in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.14M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Horizon Investments held 14,770 shares of Invesco worth $359K as of Q1 2026.
  • Horizon Investments sold 66,584 Invesco shares in Q1 2026, an estimated $1.74M.
  • Invesco made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #906 holding.
  • Horizon Investments first reported a position in Invesco in Q1 2019 and has held it in 24 quarters since.
  • Horizon Investments's Invesco position peaked at $2.14M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.