Norden Group’s Invesco IVZ Stock Holding History

Norden Group’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	$247K	Buy	10,176 +967	+11%	+$25.3K	0.02%	522
2025 Q4	$242K	Buy	+9,209	New	+$225K	0.02%	534

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norden Group's IVZ Position: Q1 2026 in Review

Norden Group increased its Invesco (IVZ) stake by 11% in Q1 2026, buying an estimated $25.3K and bringing the position to 10,176 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #522.

Norden Group first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Norden Group held 10,176 shares of Invesco worth $247K as of Q1 2026.
Norden Group bought 967 Invesco shares in Q1 2026, an estimated $25.3K.
Invesco made up 0.02% of Norden Group's portfolio in Q1 2026, its #522 holding.
Norden Group first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.