JO
IVZ icon

John Overdeck’s Invesco IVZ Stock Holding History

John Overdeck’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
2021
Q3 		– Sell
-8,000
Closed -$214K – 4463
2021
Q2 		$214K Sell
8,000
-14,000
-64% -$382K ﹤0.01% 3749
2021
Q1 		$555K Sell
22,000
-33,200
-60% -$744K ﹤0.01% 2829
2020
Q4 		$962K Buy
55,200
+35,300
+177% +$543K ﹤0.01% 2043
2020
Q3 		$227K Sell
19,900
-20,200
-50% -$214K ﹤0.01% 2747
2020
Q2 		$431K Buy
40,100
+15,600
+64% +$140K ﹤0.01% 2100
2020
Q1 		$222K Buy
24,500
+8,500
+53% +$129K ﹤0.01% 2578
2019
Q4 		$288K Sell
16,000
-20,300
-56% -$346K ﹤0.01% 3210
2019
Q3 		$615K Buy
36,300
+14,300
+65% +$252K ﹤0.01% 2383
2019
Q2 		$450K Buy
22,000
+5,000
+29% +$104K ﹤0.01% 2584
2019
Q1 		$328K Buy
+17,000
New +$318K ﹤0.01% 2539
2018
Q4 		– Sell
-19,000
Closed -$435K – 3242
2018
Q3 		$435K Sell
19,000
-1,300
-6% -$32.5K ﹤0.01% 2553
2018
Q2 		$539K Sell
20,300
-9,700
-32% -$279K ﹤0.01% 2595
2018
Q1 		$960K Buy
30,000
+16,000
+114% +$552K ﹤0.01% 2038
2017
Q4 		$512K Sell
14,000
-29,800
-68% -$1.08M ﹤0.01% 2428
2017
Q3 		$1.53M Buy
43,800
+22,400
+105% +$765K 0.01% 1459
2017
Q2 		$753K Buy
21,400
+4,400
+26% +$143K ﹤0.01% 2074
2017
Q1 		$521K Sell
17,000
-51,000
-75% -$1.59M ﹤0.01% 2321
2016
Q4 		$2.06M Sell
68,000
-41,900
-38% -$1.29M 0.01% 1461
2016
Q3 		$3.44M Buy
+109,900
New +$3.23M 0.01% 1111
2016
Q2 		– Sell
-26,000
Closed -$800K – 3046
2016
Q1 		$800K Buy
26,000
+18,000
+225% +$519K ﹤0.01% 1737
2015
Q4 		$268K Buy
+8,000
New +$262K ﹤0.01% 2310

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 $3.37T AUM 44.26% 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

John Overdeck's IVZ Position: Q2 2026 in Review

John Overdeck increased its Invesco (IVZ) stake by 130% in Q2 2026, buying an estimated $13.3M and bringing the position to 889,615 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #951.

John Overdeck first reported a position in IVZ in Q2 2013 and has held it in 45 quarters since. The position peaked at $87.1M in Q2 2015. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • John Overdeck held 889,615 shares of Invesco worth $23.5M as of Q2 2026.
  • John Overdeck bought 502,470 Invesco shares in Q2 2026, an estimated $13.3M.
  • Invesco made up 0.02% of John Overdeck's portfolio in Q2 2026, its #951 holding.
  • John Overdeck first reported a position in Invesco in Q2 2013 and has held it in 45 quarters since.
  • John Overdeck's Invesco position peaked at $87.1M in Q2 2015.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.