OAJ
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Ogorek Anthony Joseph’s Invesco IVZ Stock Holding History

Ogorek Anthony Joseph’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 		$9K Sell
399
-70
-15% -$1.83K ﹤0.01% 397
2025
Q4 		$12K Sell
469
-172
-27% -$4.2K ﹤0.01% 349
2025
Q3 		$14K Sell
641
-57
-8% -$1.18K ﹤0.01% 348
2025
Q2 		$11K Buy
698
+431
+161% +$6.19K ﹤0.01% 364
2025
Q1 		$4K Buy
+267
New +$4.56K ﹤0.01% 489

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

Ogorek Anthony Joseph's IVZ Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Invesco (IVZ) stake by 15% in Q1 2026, selling an estimated $1.83K and leaving 399 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Ogorek Anthony Joseph first reported a position in IVZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $14K in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Ogorek Anthony Joseph held 399 shares of Invesco worth $9K as of Q1 2026.
  • Ogorek Anthony Joseph sold 70 Invesco shares in Q1 2026, an estimated $1.83K.
  • Invesco made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #397 holding.
  • Ogorek Anthony Joseph first reported a position in Invesco in Q1 2025 and has held it in 5 quarters since.
  • Ogorek Anthony Joseph's Invesco position peaked at $14K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.