LNWTC
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Laird Norton Wetherby Trust Company’s Invesco IVZ Stock Holding History

Laird Norton Wetherby Trust Company’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 		$232K Buy
+8,791
New +$233K ﹤0.01% 949
2026
Q1 		– Sell
-8,463
Closed -$222K – 1020
2025
Q4 		$222K Buy
+8,463
New +$207K ﹤0.01% 984

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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's IVZ Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company opened a new position in Invesco (IVZ) in Q2 2026: 8,791 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Laird Norton Wetherby Trust Company previously reported a position in IVZ as recently as Q4 2025.

Laird Norton Wetherby Trust Company first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 8,791 shares of Invesco worth $232K as of Q2 2026.
  • Invesco was a new Laird Norton Wetherby Trust Company position in Q2 2026.
  • Invesco made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #949 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.