Morgan Stanley’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $194M | Buy |
7,969,702
+630,926
| +9% | +$16.5M | 0.01% | 970 |
|
|
2025
Q4 | $193M | Sell |
7,338,776
-293,135
| -4% | -$7.16M | 0.01% | 961 |
|
|
2025
Q3 | $175M | Buy |
7,631,911
+969,505
| +15% | +$20.1M | 0.01% | 1012 |
|
|
2025
Q2 | $105M | Buy |
6,662,406
+116,080
| +2% | +$1.67M | 0.01% | 1281 |
|
|
2025
Q1 | $99.3M | Buy |
6,546,326
+581,307
| +10% | +$9.92M | 0.01% | 1257 |
|
|
2024
Q4 | $104M | Buy |
5,965,019
+490,428
| +9% | +$8.73M | 0.01% | 1222 |
|
|
2024
Q3 | $96.1M | Sell |
5,474,591
-378,638
| -6% | -$6.22M | 0.01% | 1271 |
|
|
2024
Q2 | $87.6M | Sell |
5,853,229
-270,798
| -4% | -$4.16M | 0.01% | 1272 |
|
|
2024
Q1 | $102M | Sell |
6,124,027
-3,779,839
| -38% | -$61M | 0.01% | 1180 |
|
|
2023
Q4 | $177M | Buy |
9,903,866
+4,495,000
| +83% | +$64.9M | 0.01% | 1240 |
|
|
2023
Q3 | $78.5M | Buy |
5,408,866
+88,747
| +2% | +$1.43M | 0.01% | 1219 |
|
|
2023
Q2 | $89.4M | Buy |
5,320,119
+134,931
| +3% | +$2.17M | 0.01% | 1160 |
|
|
2023
Q1 | $85M | Sell |
5,185,188
-580,729
| -10% | -$10.4M | 0.01% | 1161 |
|
|
2022
Q4 | $104M | Buy |
5,765,917
+836,828
| +17% | +$14.3M | 0.01% | 1010 |
|
|
2022
Q3 | $67.5M | Buy |
4,929,089
+94,381
| +2% | +$1.59M | 0.01% | 1121 |
|
|
2022
Q2 | $78M | Buy |
4,834,708
+1,064,494
| +28% | +$20.1M | 0.01% | 1077 |
|
|
2022
Q1 | $86.9M | Buy |
3,770,214
+1,815,283
| +93% | +$40.3M | 0.01% | 951 |
|
|
2021
Q4 | $45M | Buy |
1,954,931
+353,994
| +22% | +$8.62M | 0.01% | 1413 |
|
|
2021
Q3 | $38.6M | Sell |
1,600,937
-217,885
| -12% | -$5.45M | 0.01% | 1473 |
|
|
2021
Q2 | $48.6M | Sell |
1,818,822
-2,375,073
| -57% | -$64.7M | 0.01% | 1333 |
|
|
2021
Q1 | $106M | Sell |
4,193,895
-2,262,298
| -35% | -$50.7M | 0.02% | 738 |
|
|
2020
Q4 | $113M | Buy |
6,456,193
+4,752,127
| +279% | +$73.1M | 0.02% | 667 |
|
|
2020
Q3 | $19.4M | Sell |
1,704,066
-175,092
| -9% | -$1.86M | ﹤0.01% | 1509 |
|
|
2020
Q2 | $20.2M | Sell |
1,879,158
-553,033
| -23% | -$4.96M | ﹤0.01% | 1394 |
|
|
2020
Q1 | $22.1M | Sell |
2,432,191
-590,107
| -20% | -$8.97M | 0.01% | 1206 |
|
|
2019
Q4 | $54.3M | Sell |
3,022,298
-1,598,774
| -35% | -$27.3M | 0.01% | 877 |
|
|
2019
Q3 | $78.3M | Buy |
4,621,072
+74,180
| +2% | +$1.31M | 0.02% | 653 |
|
|
2019
Q2 | $93M | Buy |
4,546,892
+114,161
| +3% | +$2.37M | 0.02% | 580 |
|
|
2019
Q1 | $85.6M | Buy |
4,432,731
+465,566
| +12% | +$8.7M | 0.02% | 594 |
|
|
2018
Q4 | $66.4M | Buy |
3,967,165
+992,623
| +33% | +$19.9M | 0.02% | 685 |
|
|
2018
Q3 | $68.1M | Sell |
2,974,542
-122,680
| -4% | -$3.07M | 0.02% | 768 |
|
|
2018
Q2 | $82.3M | Buy |
3,097,222
+24,646
| +0.8% | +$709K | 0.02% | 668 |
|
|
2018
Q1 | $98.4M | Sell |
3,072,576
-1,796,440
| -37% | -$61.9M | 0.03% | 602 |
|
|
2017
Q4 | $178M | Buy |
4,869,016
+849,491
| +21% | +$30.7M | 0.05% | 388 |
|
|
2017
Q3 | $141M | Sell |
4,019,525
-629,675
| -14% | -$21.5M | 0.04% | 422 |
|
|
2017
Q2 | $164M | Sell |
4,649,200
-205,224
| -4% | -$6.69M | 0.05% | 384 |
|
|
2017
Q1 | $149M | Buy |
4,854,424
+261,162
| +6% | +$8.16M | 0.05% | 410 |
|
|
2016
Q4 | $139M | Buy |
4,593,262
+759,597
| +20% | +$23.4M | 0.05% | 420 |
|
|
2016
Q3 | $120M | Buy |
3,833,665
+1,245,092
| +48% | +$36.6M | 0.04% | 477 |
|
|
2016
Q2 | $66.1M | Buy |
2,588,573
+1,565,964
| +153% | +$46.5M | 0.02% | 664 |
|
|
2016
Q1 | $31.5M | Buy |
1,022,609
+467,594
| +84% | +$13.5M | 0.01% | 1025 |
|
|
2015
Q4 | $18.6M | Sell |
555,015
-901,820
| -62% | -$29.5M | 0.01% | 1461 |
|
|
2015
Q3 | $45.5M | Sell |
1,456,835
-1,090,863
| -43% | -$38.8M | 0.02% | 839 |
|
|
2015
Q2 | $95.5M | Buy |
2,547,698
+1,178,228
| +86% | +$47.2M | 0.03% | 532 |
|
|
2015
Q1 | $54.4M | Sell |
1,369,470
-551,106
| -29% | -$21.5M | 0.02% | 803 |
|
|
2014
Q4 | $75.9M | Buy |
1,920,576
+249,701
| +15% | +$9.84M | 0.03% | 638 |
|
|
2014
Q3 | $66M | Buy |
1,670,875
+400,415
| +32% | +$15.7M | 0.03% | 697 |
|
|
2014
Q2 | $48M | Sell |
1,270,460
-72,142
| -5% | -$2.61M | 0.02% | 825 |
|
|
2014
Q1 | $49.7M | Sell |
1,342,602
-728,494
| -35% | -$25.2M | 0.02% | 746 |
|
|
2013
Q4 | $75.4M | Buy |
2,071,096
+792,687
| +62% | +$26.9M | 0.03% | 555 |
|
|
2013
Q3 | $40.8M | Buy |
1,278,409
+12,891
| +1% | +$411K | 0.02% | 778 |
|
|
2013
Q2 | $40.2M | Buy |
+1,265,518
| New | +$40.5M | 0.02% | 748 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Morgan Stanley's IVZ Position: Q1 2026 in Review
Morgan Stanley increased its Invesco (IVZ) stake by 8.6% in Q1 2026, buying an estimated $16.5M and bringing the position to 7,969,702 shares worth $194M. The position accounts for 0.01% of the portfolio, ranked #970.
Morgan Stanley first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Morgan Stanley held 7,969,702 shares of Invesco worth $194M as of Q1 2026.
- Morgan Stanley bought 630,926 Invesco shares in Q1 2026, an estimated $16.5M.
- Invesco made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #970 holding.
- Morgan Stanley first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.