Kovitz Investment Group Partners
IVZ icon

Kovitz Investment Group Partners’s Invesco IVZ Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-30,054
Closed -$689K – 886
2025
Q3 		$689K Buy
30,054
+18,821
+168% +$391K ﹤0.01% 934
2025
Q2 		$177K Sell
11,233
-388
-3% -$5.57K ﹤0.01% 1290
2025
Q1 		$176K Sell
11,621
-4,037
-26% -$68.9K ﹤0.01% 1185
2024
Q4 		$274K Buy
15,658
+447
+3% +$7.96K ﹤0.01% 1067
2024
Q3 		$33.4K Buy
+15,211
New +$250K ﹤0.01% 1013

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners's IVZ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco (IVZ) in Q4 2025, closing a stake of 30,054 shares — an estimated $689K sold.

Kovitz Investment Group Partners first reported a position in IVZ in Q3 2024 and held it in 5 quarters. The position peaked at $689K in Q3 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 30,054 Invesco shares in Q4 2025, an estimated $689K.
  • Kovitz Investment Group Partners first reported a position in Invesco in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Invesco position peaked at $689K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.