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Sagewood Asset Management’s Invesco IVZ Stock Holding History

Sagewood Asset 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 		$468K Buy
19,282
+3,825
+25% +$100K 0.15% 137
2025
Q4 		$406K Buy
+15,457
New +$378K 0.14% 120

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

Sagewood Asset Management's IVZ Position: Q1 2026 in Review

Sagewood Asset Management increased its Invesco (IVZ) stake by 25% in Q1 2026, buying an estimated $100K and bringing the position to 19,282 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #137.

Sagewood Asset Management first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Sagewood Asset Management held 19,282 shares of Invesco worth $468K as of Q1 2026.
  • Sagewood Asset Management bought 3,825 Invesco shares in Q1 2026, an estimated $100K.
  • Invesco made up 0.15% of Sagewood Asset Management's portfolio in Q1 2026, its #137 holding.
  • Sagewood Asset Management first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.