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 Q2	$277K	Buy	10,489 +313	+3%	+$8.3K	0.02%	546
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 $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norden Group's IVZ Position: Q2 2026 in Review

Norden Group increased its Invesco (IVZ) stake by 3.1% in Q2 2026, buying an estimated $8.3K and bringing the position to 10,489 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #546.

Norden Group first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Norden Group held 10,489 shares of Invesco worth $277K as of Q2 2026.
Norden Group bought 313 Invesco shares in Q2 2026, an estimated $8.3K.
Invesco made up 0.02% of Norden Group's portfolio in Q2 2026, its #546 holding.
Norden Group first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.