KCM
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Kendall Capital Management’s Invesco IVZ Stock Holding History

Kendall Capital 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 		$492K Sell
18,650
-275
-1% -$7.29K 0.08% 164
2026
Q1 		$460K Sell
18,925
-400
-2% -$10.5K 0.09% 164
2025
Q4 		$508K Sell
19,325
-250
-1% -$6.11K 0.11% 157
2025
Q3 		$449K Hold
19,575
– – 0.1% 163
2025
Q2 		$309K Buy
+19,575
New +$281K 0.08% 184

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

Kendall Capital Management's IVZ Position: Q2 2026 in Review

Kendall Capital Management reduced its Invesco (IVZ) stake by 1.5% in Q2 2026, selling an estimated $7.29K and leaving 18,650 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #164.

Kendall Capital Management first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $508K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Kendall Capital Management held 18,650 shares of Invesco worth $492K as of Q2 2026.
  • Kendall Capital Management sold 275 Invesco shares in Q2 2026, an estimated $7.29K.
  • Invesco made up 0.08% of Kendall Capital Management's portfolio in Q2 2026, its #164 holding.
  • Kendall Capital Management first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • Kendall Capital Management's Invesco position peaked at $508K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.