Machina Capital’s Invesco IVZ Stock Holding History

Machina Capital’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	$525K	Buy	+19,905	New	+$528K	0.08%	265
2026 Q1	–	Sell	-49,928	Closed	-$1.31M	–	406
2025 Q4	$1.31M	Buy	+49,928	New	+$1.22M	0.25%	144
2025 Q2	–	Sell	-15,430	Closed	-$234K	–	360
2025 Q1	$234K	Buy	+15,430	New	+$263K	0.07%	265
2023 Q2	–	Sell	-2,622	Closed	-$43K	–	392
2023 Q1	$43K	Buy	+2,622	New	+$46.8K	0.04%	338
2021 Q3	–	Sell	-8,500	Closed	-$227K	–	170
2021 Q2	$227K	Buy	+8,500	New	+$232K	0.38%	143
2019 Q3	–	Sell	-3,456	Closed	-$71K	–	400
2019 Q2	$71K	Sell	3,456 -14,777	-81%	-$307K	0.03%	384
2019 Q1	$352K	Buy	+18,233	New	+$341K	0.14%	194

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Machina Capital's IVZ Position: Q2 2026 in Review

Machina Capital opened a new position in Invesco (IVZ) in Q2 2026: 19,905 shares worth $525K. The stake represents 0.08% of the portfolio and ranks #265 among its holdings. This is a return to the name: Machina Capital previously reported a position in IVZ as recently as Q4 2025.

Machina Capital first reported a position in IVZ in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Machina Capital held 19,905 shares of Invesco worth $525K as of Q2 2026.
Invesco was a new Machina Capital position in Q2 2026.
Invesco made up 0.08% of Machina Capital's portfolio in Q2 2026, its #265 holding.
Machina Capital first reported a position in Invesco in Q1 2019 and has held it in 7 quarters since.
Machina Capital's Invesco position peaked at $1.31M in Q4 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.