Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco IVZ Stock Holding History

Northwestern Mutual Wealth Management’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 		$2.13M Sell
87,634
-10,409
-11% -$272K ﹤0.01% 1088
2025
Q4 		$2.58M Buy
98,043
+17,893
+22% +$437K ﹤0.01% 979
2025
Q3 		$1.84M Buy
80,150
+3,759
+5% +$78K ﹤0.01% 1028
2025
Q2 		$1.2M Buy
76,391
+2,451
+3% +$35.2K ﹤0.01% 1112
2025
Q1 		$1.12M Buy
73,940
+1,194
+2% +$20.4K ﹤0.01% 1078
2024
Q4 		$1.27M Buy
72,746
+1,802
+3% +$32.1K ﹤0.01% 991
2024
Q3 		$1.25M Buy
70,944
+4,063
+6% +$66.7K ﹤0.01% 988
2024
Q2 		$1M Buy
66,881
+946
+1% +$14.5K ﹤0.01% 1018
2024
Q1 		$1.09M Sell
65,935
-1,747
-3% -$28.2K ﹤0.01% 980
2023
Q4 		$1.21M Buy
67,682
+7,904
+13% +$114K ﹤0.01% 912
2023
Q3 		$868K Buy
59,778
+4,405
+8% +$70.9K ﹤0.01% 992
2023
Q2 		$931K Buy
55,373
+6,147
+12% +$98.9K ﹤0.01% 959
2023
Q1 		$807K Sell
49,226
-5,426
-10% -$96.8K ﹤0.01% 965
2022
Q4 		$983K Sell
54,652
-870
-2% -$14.9K ﹤0.01% 879
2022
Q3 		$761K Buy
55,522
+3,251
+6% +$54.8K ﹤0.01% 910
2022
Q2 		$843K Buy
52,271
+2,805
+6% +$53.1K ﹤0.01% 872
2022
Q1 		$1.14M Buy
49,466
+9,755
+25% +$216K ﹤0.01% 804
2021
Q4 		$913K Sell
39,711
-1,251
-3% -$30.4K ﹤0.01% 858
2021
Q3 		$987K Buy
40,962
+1,568
+4% +$39.2K ﹤0.01% 770
2021
Q2 		$1.05M Sell
39,394
-395
-1% -$10.8K ﹤0.01% 750
2021
Q1 		$1M Sell
39,789
-26,567
-40% -$596K ﹤0.01% 702
2020
Q4 		$1.16M Sell
66,356
-32,901
-33% -$506K ﹤0.01% 607
2020
Q3 		$1.13M Buy
99,257
+171
+0.2% +$1.81K ﹤0.01% 555
2020
Q2 		$1.07M Buy
99,086
+11,594
+13% +$104K ﹤0.01% 519
2020
Q1 		$795K Buy
87,492
+21,878
+33% +$333K ﹤0.01% 523
2019
Q4 		$1.18M Buy
65,614
+46,471
+243% +$793K ﹤0.01% 483
2019
Q3 		$324K Sell
19,143
-1,245
-6% -$22K ﹤0.01% 744
2019
Q2 		$417K Buy
20,388
+2,635
+15% +$54.7K ﹤0.01% 684
2019
Q1 		$343K Buy
17,753
+3,858
+28% +$72.1K ﹤0.01% 708
2018
Q4 		$233K Sell
13,895
-901
-6% -$18K ﹤0.01% 750
2018
Q3 		$339K Buy
14,796
+951
+7% +$23.8K ﹤0.01% 661
2018
Q2 		$368K Buy
13,845
+6,155
+80% +$177K ﹤0.01% 606
2018
Q1 		$247K Buy
7,690
+154
+2% +$5.31K ﹤0.01% 685
2017
Q4 		$275K Buy
7,536
+364
+5% +$13.2K ﹤0.01% 635
2017
Q3 		$251K Sell
7,172
-418
-6% -$14.3K ﹤0.01% 630
2017
Q2 		$267K Buy
7,590
+1,363
+22% +$44.4K ﹤0.01% 615
2017
Q1 		$190K Sell
6,227
-1,135
-15% -$35.5K ﹤0.01% 661
2016
Q4 		$224K Buy
+7,362
New +$226K ﹤0.01% 622
2016
Q3 		– Sell
-3,166
Closed -$80K – 857
2016
Q2 		$80K Buy
3,166
+70
+2% +$2.08K ﹤0.01% 794
2016
Q1 		$95K Buy
3,096
+1,032
+50% +$29.8K ﹤0.01% 715
2015
Q4 		$69K Buy
2,064
+464
+29% +$15.2K ﹤0.01% 709
2015
Q3 		$50K Sell
1,600
-459
-22% -$16.3K ﹤0.01% 709
2015
Q2 		$77K Sell
2,059
-184
-8% -$7.37K ﹤0.01% 591
2015
Q1 		$89K Buy
2,243
+144
+7% +$5.62K ﹤0.01% 557
2014
Q4 		$83K Sell
2,099
-402
-16% -$15.8K ﹤0.01% 556
2014
Q3 		$99K Buy
2,501
+102
+4% +$4.01K ﹤0.01% 496
2014
Q2 		$90K Sell
2,399
-38
-2% -$1.38K ﹤0.01% 504
2014
Q1 		$90K Buy
2,437
+285
+13% +$9.88K ﹤0.01% 511
2013
Q4 		$78K Buy
2,152
+1,366
+174% +$46.3K ﹤0.01% 530
2013
Q3 		$25K Buy
786
+350
+80% +$11.2K ﹤0.01% 698
2013
Q2 		$14K Buy
+436
New +$13.9K ﹤0.01% 789

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northwestern Mutual Wealth Management's IVZ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco (IVZ) stake by 11% in Q1 2026, selling an estimated $272K and leaving 87,634 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Northwestern Mutual Wealth Management first reported a position in IVZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.58M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Northwestern Mutual Wealth Management held 87,634 shares of Invesco worth $2.13M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 10,409 Invesco shares in Q1 2026, an estimated $272K.
  • Invesco made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1088 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco in Q2 2013 and has held it in 51 quarters since.
  • Northwestern Mutual Wealth Management's Invesco position peaked at $2.58M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.