LGF
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LGT Group Foundation’s Invesco IVZ Stock Holding History

LGT Group Foundation’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
Q1 		$269K Sell
11,065
-1,660
-13% -$43.4K ﹤0.01% 261
2025
Q4 		$337K Sell
12,725
-1,910
-13% -$46.7K ﹤0.01% 252
2025
Q3 		$338K Sell
14,635
-5,644
-28% -$117K ﹤0.01% 247
2025
Q2 		$320K Hold
20,279
– – ﹤0.01% 255
2025
Q1 		$308K Hold
20,279
– – ﹤0.01% 253
2024
Q4 		$354K Buy
20,279
+5,644
+39% +$101K 0.01% 237
2024
Q3 		$260K Hold
14,635
– – ﹤0.01% 263
2024
Q2 		$219K Buy
+14,635
New +$225K ﹤0.01% 257

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGT Group Foundation's IVZ Position: Q1 2026 in Review

LGT Group Foundation reduced its Invesco (IVZ) stake by 13% in Q1 2026, selling an estimated $43.4K and leaving 11,065 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

LGT Group Foundation first reported a position in IVZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • LGT Group Foundation held 11,065 shares of Invesco worth $269K as of Q1 2026.
  • LGT Group Foundation sold 1,660 Invesco shares in Q1 2026, an estimated $43.4K.
  • Invesco made up ﹤0.01% of LGT Group Foundation's portfolio in Q1 2026, its #261 holding.
  • LGT Group Foundation first reported a position in Invesco in Q2 2024 and has held it in 8 quarters since.
  • LGT Group Foundation's Invesco position peaked at $354K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.