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
Q2 		$792K Hold
30,000
– – 0.01% 103
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 $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Quilter Plc's IVZ Position: Q2 2026 in Review

Quilter Plc held its Invesco (IVZ) position steady in Q2 2026 at 30,000 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #103.

Quilter Plc first reported a position in IVZ in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.24M in Q3 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Quilter Plc held 30,000 shares of Invesco worth $792K as of Q2 2026.
  • Quilter Plc left its Invesco share count unchanged in Q2 2026.
  • Invesco made up 0.01% of Quilter Plc's portfolio in Q2 2026, its #103 holding.
  • Quilter Plc first reported a position in Invesco in Q2 2023 and has held it in 7 quarters since.
  • Quilter Plc's Invesco position peaked at $2.24M in Q3 2023.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.