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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
Q2 		– Sell
-156,035
Closed -$3.79M – 87
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
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

Mubadala Investment Company's IVZ Position: Q2 2026 in Review

Mubadala Investment Company sold out of Invesco (IVZ) in Q2 2026, closing a stake of 156,035 shares — an estimated $3.79M sold.

Mubadala Investment Company first reported a position in IVZ in Q4 2024 and held it in 5 quarters. The position peaked at $4.53M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Mubadala Investment Company reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Mubadala Investment Company sold 156,035 Invesco shares in Q2 2026, an estimated $3.79M.
  • Mubadala Investment Company first reported a position in Invesco in Q4 2024 and held it in 5 quarters.
  • Mubadala Investment Company's Invesco position peaked at $4.53M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Mubadala Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.