QP
IVZ icon

Quilter Plc’s Invesco IVZ Stock Holding History

Quilter Plc’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 		$729K Sell
30,000
-2,245
-7% -$58.7K 0.01% 99
2025
Q4 		$847K Hold
32,245
– – 0.01% 99
2025
Q3 		$740K Hold
32,245
– – 0.01% 101
2025
Q2 		$509K Buy
+32,245
New +$463K 0.01% 105
2023
Q4 		– Sell
-2,245
Closed -$2.24M – 182
2023
Q3 		$2.24M Hold
2,245
– – 0.01% 130
2023
Q2 		$2.23M Buy
+2,245
New +$36.1K 0.01% 134

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

Quilter Plc's IVZ Position: Q1 2026 in Review

Quilter Plc reduced its Invesco (IVZ) stake by 7% in Q1 2026, selling an estimated $58.7K and leaving 30,000 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #99.

Quilter Plc first reported a position in IVZ in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.24M in Q3 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Quilter Plc held 30,000 shares of Invesco worth $729K as of Q1 2026.
  • Quilter Plc sold 2,245 Invesco shares in Q1 2026, an estimated $58.7K.
  • Invesco made up 0.01% of Quilter Plc's portfolio in Q1 2026, its #99 holding.
  • Quilter Plc first reported a position in Invesco in Q2 2023 and has held it in 6 quarters since.
  • Quilter Plc's Invesco position peaked at $2.24M in Q3 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.