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Nelson Peltz’s Invesco IVZ Stock Holding History

Nelson Peltz’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 		$42.9M Sell
1,625,472
-1,345,472
-45% -$35.7M 1.01% 7
2026
Q1 		$72.2M Hold
2,970,944
– – 1.87% 6
2025
Q4 		$78M Sell
2,970,944
-11,657,511
-80% -$285M 1.96% 6
2025
Q3 		$336M Hold
14,628,455
– – 8.17% 4
2025
Q2 		$231M Sell
14,628,455
-8,544,987
-37% -$123M 6.08% 6
2025
Q1 		$352M Hold
23,173,442
– – 9.41% 5
2024
Q4 		$405M Hold
23,173,442
– – 10.44% 5
2024
Q3 		$407M Sell
23,173,442
-4,050,292
-15% -$66.5M 10.46% 5
2024
Q2 		$407M Sell
27,223,734
-6,716,362
-20% -$103M 9.93% 4
2024
Q1 		$563M Hold
33,940,096
– – 7.02% 5
2023
Q4 		$605M Hold
33,940,096
– – 8.64% 5
2023
Q3 		$493M Hold
33,940,096
– – 7.5% 5
2023
Q2 		$571M Hold
33,940,096
– – 14.7% 4
2023
Q1 		$557M Sell
33,940,096
-21,818,538
-39% -$389M 14.84% 4
2022
Q4 		$1B Hold
55,758,634
– – 20.58% 2
2022
Q3 		$764M Hold
55,758,634
– – 20.11% 2
2022
Q2 		$899M Buy
55,758,634
+1,724,600
+3% +$32.6M 19.77% 2
2022
Q1 		$1.4B Buy
54,034,034
+8,560,175
+19% +$190M 23.52% 2
2021
Q4 		$1.18B Buy
45,473,859
+8,718,084
+24% +$212M 15.85% 3
2021
Q3 		$956M Hold
36,755,775
– – 11.88% 5
2021
Q2 		$956M Buy
36,755,775
+14,236
+0% +$388K 11.17% 4
2021
Q1 		$955M Buy
36,741,539
+2,196
+0% +$49.2K 11.3% 5
2020
Q4 		$640M Hold
36,739,343
– – 9.48% 5
2020
Q3 		$419M Buy
36,739,343
+14,712,352
+67% +$156M 6.93% 6
2020
Q2 		$237M Buy
+22,026,991
New +$198M 4.29% 7

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 $3.37T AUM 44.26% 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

Nelson Peltz's IVZ Position: Q2 2026 in Review

Nelson Peltz reduced its Invesco (IVZ) stake by 45% in Q2 2026, selling an estimated $35.7M and leaving 1,625,472 shares worth $42.9M. The position accounts for 1.01% of the portfolio, ranked #7.

Nelson Peltz first reported a position in IVZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.4B in Q1 2022. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Nelson Peltz held 1,625,472 shares of Invesco worth $42.9M as of Q2 2026.
  • Nelson Peltz sold 1,345,472 Invesco shares in Q2 2026, an estimated $35.7M.
  • Invesco made up 1.01% of Nelson Peltz's portfolio in Q2 2026, its #7 holding.
  • Nelson Peltz first reported a position in Invesco in Q2 2020 and has held it in 25 quarters since.
  • Nelson Peltz's Invesco position peaked at $1.4B in Q1 2022.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Trian Fund Management's 13F filing for Q2 2026, filed 12 Aug 2026.