Intact Investment Management’s Invesco IVZ Stock Holding History

Intact 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 Q1	–	Sell	-3,000	Closed	-$78.8K	–	308
2025 Q4	$78.8K	Buy	+3,000	New	+$73.3K	﹤0.01%	267
2020 Q1	–	Sell	-124,500	Closed	-$2.24M	–	235
2019 Q4	$2.24M	Hold	124,500	–	–	0.08%	161
2019 Q3	$2.11M	Hold	124,500	–	–	0.07%	162
2019 Q2	$2.55M	Hold	124,500	–	–	0.09%	141
2019 Q1	$2.4M	Hold	124,500	–	–	0.09%	146
2018 Q4	$2.08M	Hold	124,500	–	–	0.08%	143
2018 Q3	$2.85M	Hold	124,500	–	–	0.1%	138
2018 Q2	$3.31M	Buy	124,500 +12,900	+12%	+$371K	0.12%	129
2018 Q1	$3.57M	Buy	111,600 +54,900	+97%	+$1.89M	0.14%	116
2017 Q4	$2.07M	Buy	56,700 +19,700	+53%	+$713K	0.08%	107
2017 Q3	$1.3M	Hold	37,000	–	–	0.06%	126
2017 Q2	$1.3M	Buy	37,000 +5,100	+16%	+$166K	0.06%	122
2017 Q1	$977K	Sell	31,900 -6,200	-16%	-$194K	0.04%	131
2016 Q4	$1.16M	Buy	+38,100	New	+$1.17M	0.04%	140

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intact Investment Management's IVZ Position: Q1 2026 in Review

Intact Investment Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 3,000 shares — an estimated $78.8K sold.

Intact Investment Management first reported a position in IVZ in Q4 2016 and held it in 14 quarters. The position peaked at $3.57M in Q1 2018. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Intact Investment Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Intact Investment Management sold 3,000 Invesco shares in Q1 2026, an estimated $78.8K.
Intact Investment Management first reported a position in Invesco in Q4 2016 and held it in 14 quarters.
Intact Investment Management's Invesco position peaked at $3.57M in Q1 2018.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.