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Mubadala Investment Company’s Invesco IVZ Stock Holding History

Mubadala Investment 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
Q1 		$3.79M Sell
156,035
-16,433
-10% -$430K 0.02% 42
2025
Q4 		$4.53M Buy
+172,468
New +$4.21M 0.03% 30
2025
Q3 		– Sell
-253,456
Closed -$4M – 71
2025
Q2 		$4M Buy
253,456
+16,956
+7% +$244K 0.02% 24
2025
Q1 		$3.59M Buy
236,500
+16,055
+7% +$274K 0.02% 26
2024
Q4 		$3.85M Buy
+220,445
New +$3.93M 0.02% 21

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
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 $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mubadala Investment Company's IVZ Position: Q1 2026 in Review

Mubadala Investment Company reduced its Invesco (IVZ) stake by 9.5% in Q1 2026, selling an estimated $430K and leaving 156,035 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #42.

Mubadala Investment Company first reported a position in IVZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.53M in Q4 2025. 634 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Mubadala Investment Company held 156,035 shares of Invesco worth $3.79M as of Q1 2026.
  • Mubadala Investment Company sold 16,433 Invesco shares in Q1 2026, an estimated $430K.
  • Invesco made up 0.02% of Mubadala Investment Company's portfolio in Q1 2026, its #42 holding.
  • Mubadala Investment Company first reported a position in Invesco in Q4 2024 and has held it in 5 quarters since.
  • Mubadala Investment Company's Invesco position peaked at $4.53M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Mubadala Investment Company's 13F filing for Q1 2026, filed 15 May 2026.