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IVZ icon

ORG Partners’s Invesco IVZ Stock Holding History

ORG Partners’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
2025
Q4 		$5.91K Buy
225
+19
+9% +$464 ﹤0.01% 1168
2025
Q3 		$4.72K Buy
206
+34
+20% +$706 ﹤0.01% 1142
2025
Q2 		$2.78K Buy
172
+57
+50% +$819 ﹤0.01% 1168
2025
Q1 		$1.75K Hold
115
– – ﹤0.01% 1099
2024
Q4 		$2.01K Hold
115
– – ﹤0.01% 1086
2024
Q3 		$2.02K Hold
115
– – ﹤0.01% 955
2024
Q2 		$1.71K Buy
+115
New +$1.77K ﹤0.01% 1522
2023
Q4 		– Sell
-115
Closed -$1.67K – 1246
2023
Q3 		$1.67K Hold
115
– – ﹤0.01% 1100
2023
Q2 		$1.97K Buy
+115
New +$1.85K ﹤0.01% 1206

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Partners's IVZ Position: Q4 2025 in Review

ORG Partners increased its Invesco (IVZ) stake by 9.2% in Q4 2025, buying an estimated $464 and bringing the position to 225 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

ORG Partners first reported a position in IVZ in Q2 2023 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • ORG Partners held 225 shares of Invesco worth $5.91K as of Q4 2025.
  • ORG Partners bought 19 Invesco shares in Q4 2025, an estimated $464.
  • Invesco made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1168 holding.
  • ORG Partners first reported a position in Invesco in Q2 2023 and has held it in 9 quarters since.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.