Israel Englander’s Invesco IVZ Stock Holding History

Israel Englander’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	$37.5M	Sell	1,420,900 -2,879,300	-67%	-$76.3M	0.01%	1087
2026 Q1	$104M	Sell	4,300,200 -3,665,500	-46%	-$95.9M	0.04%	419
2025 Q4	$209M	Buy	7,965,700 +3,380,600	+74%	+$82.6M	0.09%	191
2025 Q3	$105M	Buy	4,585,100 +3,485,100	+317%	+$72.3M	0.04%	422
2025 Q2	$17.3M	Buy	1,100,000 +1,000,000	+1,000%	+$14.4M	0.01%	1724
2025 Q1	$1.52M	Buy	+100,000	New	+$1.71M	﹤0.01%	4039
2024 Q4	–	Sell	-3,565,300	Closed	-$62.6M	–	6201
2024 Q3	$62.6M	Buy	3,565,300 +2,850,000	+398%	+$46.8M	0.03%	684
2024 Q2	$10.7M	Buy	+715,300	New	+$11M	0.01%	2024
2023 Q4	–	Sell	-165,800	Closed	-$2.41M	–	6304
2023 Q3	$2.41M	Buy	+165,800	New	+$2.67M	﹤0.01%	3381
2022 Q2	–	Sell	-150,000	Closed	-$3.46M	–	7217
2022 Q1	$3.46M	Buy	+150,000	New	+$3.33M	﹤0.01%	3346
2014 Q1	–	Sell	-75,000	Closed	-$2.73M	–	3680
2013 Q4	$2.73M	Buy	+75,000	New	+$2.54M	0.01%	1592

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Israel Englander's IVZ Position: Q2 2026 in Review

Israel Englander reduced its Invesco (IVZ) stake by 28% in Q2 2026, selling an estimated $158M and leaving 15,689,569 shares worth $414M. The position accounts for 0.15% of the portfolio, ranked #91.

Israel Englander first reported a position in IVZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $526M in Q1 2026. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Israel Englander held 15,689,569 shares of Invesco worth $414M as of Q2 2026.
Israel Englander sold 5,959,106 Invesco shares in Q2 2026, an estimated $158M.
Invesco made up 0.15% of Israel Englander's portfolio in Q2 2026, its #91 holding.
Israel Englander first reported a position in Invesco in Q2 2013 and has held it in 50 quarters since.
Israel Englander's Invesco position peaked at $526M in Q1 2026.
664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.