Kayne Anderson Rudnick Investment Management
IVZ icon

Kayne Anderson Rudnick Investment Management’s Invesco IVZ Stock Holding History

Kayne Anderson Rudnick 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
Q2 		$950 Hold
36
– – ﹤0.01% 893
2026
Q1 		$874 Hold
36
– – ﹤0.01% 858
2025
Q4 		$946 Hold
36
– – ﹤0.01% 880
2025
Q3 		$826 Hold
36
– – ﹤0.01% 904
2025
Q2 		$568 Buy
+36
New +$517 ﹤0.01% 980

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

Kayne Anderson Rudnick Investment Management's IVZ Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its Invesco (IVZ) position steady in Q2 2026 at 36 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Kayne Anderson Rudnick Investment Management first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 36 shares of Invesco worth $950 as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #893 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.